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HBLSX vs MACFX
HBLSX vs MACFX Comparison
Open Charts HBLSX vs MACFX
Hartford Balanced Income R4
Price$14.40
Change+$0.07 (+0.49%)
VolumeN/A
Net Assets11.64B
MFS Conservative Allocation A
Price$16.50
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets3.67B
HBLSX vs MACFX Comparison Chart
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HBLSX vs. MACFX commentary
May 03, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HBLSX is a Buy and MACFX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. MACFX (3.67B). HBLSX pays higher dividends than MACFX: HBLSX (3.30) vs MACFX (3.03). HBLSX was incepted earlier than MACFX: HBLSX (15 years) vs MACFX (23 years). HBLSX (0.96) is less costly to investors than MACFX (0.83). HBLSX is a more actively managed with annual turnover of: 61.00 vs. MACFX (3.00). HBLSX has a lower initial minimum investment than MACFX: HBLSX (0) vs MACFX (1000). HBLSX annual gain was more profitable for investors over the last year : 3.76 vs. MACFX (3.51). MACFX return over 5 years is better than : 21.54 vs. HBLSX (17.87).
| HBLSX | MACFX | HBLSX / MACFX | |
| Total Expense Ratio | 0.96 | 0.83 | 116% |
| Annual Report Gross Expense Ratio | 0.96 | 0.83 | 116% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 1.342 | 1.770 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 11.6B | 3.67B | 316% |
| Annual Yield % from dividends | 3.30 | 3.03 | 109% |
| Returns for 1 year | 3.76 | 3.51 | 107% |
| Returns for 3 years | 7.02 | 8.59 | 82% |
| Returns for 5 years | 17.87 | 21.54 | 83% |
| Returns for 10 years | 31.65 | 35.67 | 89% |
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