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HBLIX vs MRMUX
HBLIX vs MRMUX Comparison
Open Charts HBLIX vs MRMUX
Hartford Balanced Income I
Price$15.08
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.94B
MassMutual 40/60 Allocation I
Price$9.50
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets67.27M
HBLIX vs MRMUX Comparison Chart in %
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HBLIX vs. MRMUX 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 HBLIX is a StrongBuy and MRMUX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. MRMUX (67.3M). HBLIX pays higher dividends than MRMUX: HBLIX (3.50) vs MRMUX (3.22). HBLIX was incepted earlier than MRMUX: HBLIX (16 years) vs MRMUX (11 years). HBLIX (0.65) is less costly to investors than MRMUX (0.59). HBLIX is a more actively managed with annual turnover of: 61.00 vs. MRMUX (17.00). MRMUX has a lower initial minimum investment than HBLIX: MRMUX (0) vs HBLIX (2000). MRMUX annual gain was more profitable for investors over the last year : 7.80 vs. HBLIX (4.20). HBLIX return over 5 years is better than : 17.94 vs. MRMUX (12.22).
| HBLIX | MRMUX | HBLIX / MRMUX | |
| Total Expense Ratio | 0.65 | 0.59 | 110% |
| Annual Report Gross Expense Ratio | 0.65 | 0.59 | 110% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 8.391 | 8.894 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 67.3M | 17,682% |
| Annual Yield % from dividends | 3.50 | 3.22 | 109% |
| Returns for 1 year | 4.20 | 7.80 | 54% |
| Returns for 3 years | 17.11 | 18.98 | 90% |
| Returns for 5 years | 17.94 | 12.22 | 147% |
| Returns for 10 years | 51.01 | 36.25 | 141% |
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