Ad is loading...
HBLYX vs MACFX
HBLYX vs MACFX Comparison
Open Charts HBLYX vs MACFX
Hartford Balanced Income Y
Price$14.54
Change+$0.08 (+0.55%)
VolumeN/A
Net Assets11.64B
MFS Conservative Allocation A
Price$16.50
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets3.67B
HBLYX vs MACFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLYX vs. MACFX commentary
May 03, 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: 11.6B vs. MACFX (3.67B). HBLYX pays higher dividends than MACFX: HBLYX (3.57) vs MACFX (3.03). 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 : 4.04 vs. MACFX (3.51). MACFX return over 5 years is better than : 21.54 vs. HBLYX (19.65).
| 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 | 1.416 | 1.770 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 11.6B | 3.67B | 316% |
| Annual Yield % from dividends | 3.57 | 3.03 | 118% |
| Returns for 1 year | 4.04 | 3.51 | 115% |
| Returns for 3 years | 7.98 | 8.59 | 93% |
| Returns for 5 years | 19.65 | 21.54 | 91% |
| Returns for 10 years | 35.31 | 35.67 | 99% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers