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HBLYX vs MACFX
HBLYX vs MACFX Comparison
Open Charts HBLYX vs MACFX
Hartford Balanced Income Y
Price$14.85
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.76B
MFS Conservative Allocation A
Price$16.98
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets3.67B
HBLYX vs MACFX Comparison Chart in %
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HBLYX vs. MACFX commentary
Jun 29, 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 HBLYX is a Buy and MACFX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. MACFX (3.67B). HBLYX pays higher dividends than MACFX: HBLYX (3.53) vs MACFX (2.97). HBLYX was incepted earlier than MACFX: HBLYX (19 years) vs MACFX (23 years). MACFX (0.83) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. MACFX (3.00). MACFX has a lower initial minimum investment than HBLYX: MACFX (1000) vs HBLYX (250000). HBLYX annual gain was more profitable for investors over the last year : 5.85 vs. MACFX (4.29). HBLYX (20.09) and MACFX (19.65) have equivalent 5 years return.
| HBLYX | MACFX | HBLYX / MACFX | |
| Total Expense Ratio | 0.67 | 0.83 | 81% |
| Annual Report Gross Expense Ratio | 0.67 | 0.83 | 81% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 5.075 | 5.115 | 99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 11.8B | 3.67B | 322% |
| Annual Yield % from dividends | 3.53 | 2.97 | 119% |
| Returns for 1 year | 5.85 | 4.29 | 136% |
| Returns for 3 years | 16.58 | 17.14 | 97% |
| Returns for 5 years | 20.09 | 19.65 | 102% |
| Returns for 10 years | 43.48 | 41.30 | 105% |
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