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HBLCX vs MRMAX
HBLCX vs MRMAX Comparison
Open Charts HBLCX vs MRMAX
Hartford Balanced Income C
Price$14.56
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets11.92B
MassMutual 40/60 Allocation A
Price$9.44
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets184.74M
HBLCX vs MRMAX Comparison Chart in %
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HBLCX vs. MRMAX commentary
Jul 28, 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 HBLCX is a Buy and MRMAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. MRMAX (185M). MRMAX (2.66) and HBLCX (2.63) have matching dividends . HBLCX was incepted earlier than MRMAX: HBLCX (19 years) vs MRMAX (14 years). HBLCX (1.64) is less costly to investors than MRMAX (1.09). HBLCX is a more actively managed with annual turnover of: 61.00 vs. MRMAX (17.00). MRMAX has a lower initial minimum investment than HBLCX: MRMAX (1000) vs HBLCX (2000). MRMAX annual gain was more profitable for investors over the last year : 8.02 vs. HBLCX (4.21). HBLCX return over 5 years is better than : 10.80 vs. MRMAX (9.56).
| HBLCX | MRMAX | HBLCX / MRMAX | |
| Total Expense Ratio | 1.64 | 1.09 | 150% |
| Annual Report Gross Expense Ratio | 1.64 | 1.09 | 150% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 6.022 | 6.187 | 97% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 185M | 6,432% |
| Annual Yield % from dividends | 2.63 | 2.66 | 99% |
| Returns for 1 year | 4.21 | 8.02 | 52% |
| Returns for 3 years | 11.90 | 14.88 | 80% |
| Returns for 5 years | 10.80 | 9.56 | 113% |
| Returns for 10 years | 32.33 | 18.50 | 175% |
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