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HBLYX vs MACVX
HBLYX vs MACVX Comparison
Open Charts HBLYX vs MACVX
Hartford Balanced Income Y
Price$14.94
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.86B
MFS Conservative Allocation C
Price$16.70
Change-$0.07 (-0.42%)
VolumeN/A
Net Assets3.67B
HBLYX vs MACVX Comparison Chart in %
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HBLYX vs. MACVX commentary
Jul 15, 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: 11.9B vs. MACVX (3.67B). HBLYX pays higher dividends than MACVX: HBLYX (3.51) vs MACVX (2.21). 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 (3.00). 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 : 4.27 vs. MACVX (2.43). HBLYX return over 5 years is better than : 16.67 vs. MACVX (13.16).
| 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 | 5.641 | 4.949 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 11.9B | 3.67B | 324% |
| Annual Yield % from dividends | 3.51 | 2.21 | 159% |
| Returns for 1 year | 4.27 | 2.43 | 175% |
| Returns for 3 years | 16.63 | 15.08 | 110% |
| Returns for 5 years | 16.67 | 13.16 | 127% |
| Returns for 10 years | 42.66 | 30.86 | 138% |
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