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BALCX vs HADAX
BALCX vs HADAX Comparison
Open Charts BALCX vs HADAX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
Hartford Balanced HLS IA
Price$29.03
Change+$0.13 (+0.45%)
VolumeN/A
Net Assets1.62B
BALCX vs HADAX Comparison Chart in %
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BALCX vs. HADAX commentary
Sep 29, 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 BALCX is a Hold and HADAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. HADAX (1.62B). HADAX pays higher dividends than BALCX: HADAX (1.94) vs BALCX (1.16). BALCX was incepted earlier than HADAX: BALCX (25 years) vs HADAX (43 years). BALCX (1.31) is less costly to investors than HADAX (0.66). HADAX is a more actively managed with annual turnover of: 50.00 vs. BALCX (44.00). HADAX has a lower initial minimum investment than BALCX: HADAX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 7.28 vs. HADAX (-2.97). BALCX return over 5 years is better than : 40.11 vs. HADAX (8.88).
| BALCX | HADAX | BALCX / HADAX | |
| Total Expense Ratio | 1.31 | 0.66 | 198% |
| Annual Report Gross Expense Ratio | 1.31 | 0.66 | 198% |
| Fund Existence | 25 years | 43 years | - |
| Gain YTD | 12.568 | -0.843 | -1,491% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.62B | 16,225% |
| Annual Yield % from dividends | 1.16 | 1.94 | 60% |
| Returns for 1 year | 7.28 | -2.97 | -245% |
| Returns for 3 years | 48.24 | 21.89 | 220% |
| Returns for 5 years | 40.11 | 8.88 | 452% |
| Returns for 10 years | 74.67 | 36.93 | 202% |
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