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HBLYX vs MACVX
HBLYX vs MACVX Comparison
Open Charts HBLYX vs MACVX
Hartford Balanced Income Y
Price$15.37
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
HBLYX vs MACVX Comparison Chart in %
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HBLYX 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 HBLYX is a Buy and MACVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. MACVX (3.72B). HBLYX pays higher dividends than MACVX: HBLYX (3.44) vs MACVX (2.10). HBLYX was incepted earlier than MACVX: HBLYX (19 years) vs MACVX (23 years). MACVX (1.58) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. MACVX (5.00). MACVX has a lower initial minimum investment than HBLYX: MACVX (1000) vs HBLYX (250000). HBLYX (3.86) and MACVX (3.69) have marching annual gain over last year. HBLYX return over 5 years is better than : 18.66 vs. MACVX (12.22).
| HBLYX | MACVX | HBLYX / MACVX | |
| Total Expense Ratio | 0.67 | 1.58 | 42% |
| Annual Report Gross Expense Ratio | 0.67 | 1.58 | 42% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 9.690 | 8.648 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 11.8B | 3.72B | 317% |
| Annual Yield % from dividends | 3.44 | 2.10 | 163% |
| Returns for 1 year | 3.86 | 3.69 | 105% |
| Returns for 3 years | 24.82 | 23.08 | 108% |
| Returns for 5 years | 18.66 | 12.22 | 153% |
| Returns for 10 years | 47.94 | 37.81 | 127% |
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