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HBLSX vs MACVX
HBLSX vs MACVX Comparison
Open Charts HBLSX vs MACVX
Hartford Balanced Income R4
Price$14.80
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.86B
MFS Conservative Allocation C
Price$16.70
Change-$0.07 (-0.42%)
VolumeN/A
Net Assets3.67B
HBLSX vs MACVX Comparison Chart in %
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HBLSX vs. MACVX commentary
Jul 15, 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 MACVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. MACVX (3.67B). HBLSX pays higher dividends than MACVX: HBLSX (3.24) vs MACVX (2.21). HBLSX was incepted earlier than MACVX: HBLSX (15 years) vs MACVX (23 years). MACVX (1.58) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. MACVX (3.00). HBLSX has a lower initial minimum investment than MACVX: HBLSX (0) vs MACVX (1000). HBLSX annual gain was more profitable for investors over the last year : 3.91 vs. MACVX (2.43). HBLSX return over 5 years is better than : 14.88 vs. MACVX (13.16).
| HBLSX | MACVX | HBLSX / MACVX | |
| Total Expense Ratio | 0.96 | 1.58 | 61% |
| Annual Report Gross Expense Ratio | 0.96 | 1.58 | 61% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 5.454 | 4.949 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 11.9B | 3.67B | 324% |
| Annual Yield % from dividends | 3.24 | 2.21 | 147% |
| Returns for 1 year | 3.91 | 2.43 | 161% |
| Returns for 3 years | 15.51 | 15.08 | 103% |
| Returns for 5 years | 14.88 | 13.16 | 113% |
| Returns for 10 years | 38.60 | 30.86 | 125% |
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