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HBLYX vs MACFX
HBLYX vs MACFX Comparison
Open Charts HBLYX vs MACFX
Hartford Balanced Income Y
Price$14.77
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.74B
MFS Conservative Allocation A
Price$16.83
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets3.67B
HBLYX vs MACFX Comparison Chart
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HBLYX vs. MACFX commentary
Jun 07, 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 StrongBuy and MACFX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B 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 : 3.82 vs. MACFX (2.89). MACFX return over 5 years is better than : 16.10 vs. HBLYX (13.34).
| 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 | 3.380 | 3.682 | 92% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 11.7B | 3.67B | 319% |
| Annual Yield % from dividends | 3.53 | 2.97 | 119% |
| Returns for 1 year | 3.82 | 2.89 | 132% |
| Returns for 3 years | 8.25 | 9.96 | 83% |
| Returns for 5 years | 13.34 | 16.10 | 83% |
| Returns for 10 years | 39.66 | 39.15 | 101% |
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