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HBLCX vs MRMZX
HBLCX vs MRMZX Comparison
Open Charts HBLCX vs MRMZX
Hartford Balanced Income C
Price$14.78
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.95B
MassMutual 40/60 Allocation R4
Price$9.45
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets70.37M
HBLCX vs MRMZX Comparison Chart in %
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HBLCX vs. MRMZX commentary
Sep 10, 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 StrongBuy and MRMZX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12B vs. MRMZX (70.4M). MRMZX pays higher dividends than HBLCX: MRMZX (2.82) vs HBLCX (2.58). HBLCX was incepted earlier than MRMZX: HBLCX (19 years) vs MRMZX (11 years). HBLCX (1.64) is less costly to investors than MRMZX (1.04). HBLCX is a more actively managed with annual turnover of: 61.00 vs. MRMZX (17.00). MRMZX has a lower initial minimum investment than HBLCX: MRMZX (0) vs HBLCX (2000). MRMZX annual gain was more profitable for investors over the last year : 7.35 vs. HBLCX (3.12). HBLCX return over 5 years is better than : 12.24 vs. MRMZX (9.70).
| HBLCX | MRMZX | HBLCX / MRMZX | |
| Total Expense Ratio | 1.64 | 1.04 | 158% |
| Annual Report Gross Expense Ratio | 1.64 | 1.04 | 158% |
| Fund Existence | 19 years | 11 years | - |
| Gain YTD | 7.624 | 8.670 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12B | 70.4M | 17,045% |
| Annual Yield % from dividends | 2.58 | 2.82 | 91% |
| Returns for 1 year | 3.12 | 7.35 | 43% |
| Returns for 3 years | 13.43 | 17.41 | 77% |
| Returns for 5 years | 12.24 | 9.70 | 126% |
| Returns for 10 years | 37.89 | 30.26 | 125% |
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