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HBLSX vs MACVX
HBLSX vs MACVX Comparison
Open Charts HBLSX vs MACVX
Hartford Balanced Income R4
Price$15.23
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.83B
MFS Conservative Allocation C
Price$17.21
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets3.72B
HBLSX vs MACVX Comparison Chart in %
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HBLSX vs. MACVX commentary
Oct 27, 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: 11.8B vs. MACVX (3.72B). HBLSX pays higher dividends than MACVX: HBLSX (3.18) vs MACVX (2.10). 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 (5.00). HBLSX has a lower initial minimum investment than MACVX: HBLSX (0) vs MACVX (1000). MACVX (3.69) and HBLSX (3.51) have marching annual gain over last year. HBLSX return over 5 years is better than : 16.91 vs. MACVX (12.22).
| 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 | 9.459 | 8.648 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 11.8B | 3.72B | 317% |
| Annual Yield % from dividends | 3.18 | 2.10 | 151% |
| Returns for 1 year | 3.51 | 3.69 | 95% |
| Returns for 3 years | 23.71 | 23.08 | 103% |
| Returns for 5 years | 16.91 | 12.22 | 138% |
| Returns for 10 years | 43.84 | 37.81 | 116% |
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