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HBLYX vs MACVX
HBLYX vs MACVX Comparison
Open Charts HBLYX vs MACVX
Hartford Balanced Income Y
Price$15.36
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
HBLYX vs MACVX Comparison Chart in %
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HBLYX 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 HBLYX is a Hold and MACVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. MACVX (3.74B). HBLYX pays higher dividends than MACVX: HBLYX (3.43) vs MACVX (2.18). 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 annual gain was more profitable for investors over the last year : 2.77 vs. MACVX (2.19). HBLYX return over 5 years is better than : 17.73 vs. MACVX (12.56).
| 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 | 8.755 | 7.966 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 12B | 3.74B | 321% |
| Annual Yield % from dividends | 3.43 | 2.18 | 158% |
| Returns for 1 year | 2.77 | 2.19 | 127% |
| Returns for 3 years | 20.15 | 18.85 | 107% |
| Returns for 5 years | 17.73 | 12.56 | 141% |
| Returns for 10 years | 51.68 | 38.58 | 134% |
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