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HBLSX vs MACVX
HBLSX vs MACVX Comparison
Open Charts HBLSX vs MACVX
Hartford Balanced Income R4
Price$15.21
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.96B
MFS Conservative Allocation C
Price$17.18
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets3.74B
HBLSX vs MACVX Comparison Chart in %
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HBLSX vs. MACVX commentary
Sep 18, 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 Hold and MACVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. MACVX (3.74B). HBLSX pays higher dividends than MACVX: HBLSX (3.17) vs MACVX (2.18). 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). HBLSX annual gain was more profitable for investors over the last year : 2.41 vs. MACVX (2.19). HBLSX return over 5 years is better than : 15.94 vs. MACVX (12.56).
| 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 | 8.520 | 7.966 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 12B | 3.74B | 321% |
| Annual Yield % from dividends | 3.17 | 2.18 | 146% |
| Returns for 1 year | 2.41 | 2.19 | 110% |
| Returns for 3 years | 18.96 | 18.85 | 101% |
| Returns for 5 years | 15.94 | 12.56 | 127% |
| Returns for 10 years | 47.45 | 38.58 | 123% |
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