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HBLFX vs MROSX
HBLFX vs MROSX Comparison
Open Charts HBLFX vs MROSX
Hartford Balanced Income F
Price$14.85
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
MassMutual 40/60 Allocation R5
Price$9.32
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets184.74M
HBLFX vs MROSX Comparison Chart in %
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HBLFX vs. MROSX 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 HBLFX is a Buy and MROSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.9B vs. MROSX (185M). HBLFX pays higher dividends than MROSX: HBLFX (3.66) vs MROSX (3.18). HBLFX was incepted earlier than MROSX: HBLFX (8 years) vs MROSX (14 years). MROSX (0.69) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 61.00 vs. MROSX (17.00). MROSX has a lower initial minimum investment than HBLFX: MROSX (0) vs HBLFX (1000000). MROSX annual gain was more profitable for investors over the last year : 8.42 vs. HBLFX (5.44). HBLFX return over 5 years is better than : 16.90 vs. MROSX (11.71).
| HBLFX | MROSX | HBLFX / MROSX | |
| Total Expense Ratio | 0.56 | 0.69 | 81% |
| Annual Report Gross Expense Ratio | 0.56 | 0.69 | 81% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 6.715 | 6.514 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 185M | 6,432% |
| Annual Yield % from dividends | 3.66 | 3.18 | 115% |
| Returns for 1 year | 5.44 | 8.42 | 65% |
| Returns for 3 years | 15.69 | 16.13 | 97% |
| Returns for 5 years | 16.90 | 11.71 | 144% |
| Returns for 10 years | N/A | 23.51 | - |
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