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HBLTX vs MROSX
HBLTX vs MROSX Comparison
Open Charts HBLTX vs MROSX
Hartford Balanced Income R5
Price$14.95
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
HBLTX vs MROSX Comparison Chart in %
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HBLTX 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 HBLTX is a Buy and MROSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.9B vs. MROSX (185M). HBLTX pays higher dividends than MROSX: HBLTX (3.54) vs MROSX (3.18). HBLTX was incepted earlier than MROSX: HBLTX (15 years) vs MROSX (14 years). MROSX (0.69) and HBLTX (0.66) have similar cost to investors . HBLTX is a more actively managed with annual turnover of: 61.00 vs. MROSX (17.00). HBLTX (0) and MROSX (0) have matching initial minimum investment requirements. MROSX annual gain was more profitable for investors over the last year : 8.42 vs. HBLTX (5.36). HBLTX return over 5 years is better than : 16.36 vs. MROSX (11.71).
| HBLTX | MROSX | HBLTX / MROSX | |
| Total Expense Ratio | 0.66 | 0.69 | 96% |
| Annual Report Gross Expense Ratio | 0.66 | 0.69 | 96% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 6.610 | 6.514 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 185M | 6,432% |
| Annual Yield % from dividends | 3.54 | 3.18 | 111% |
| Returns for 1 year | 5.36 | 8.42 | 64% |
| Returns for 3 years | 15.38 | 16.13 | 95% |
| Returns for 5 years | 16.36 | 11.71 | 140% |
| Returns for 10 years | 44.79 | 23.51 | 191% |
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