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BALCX vs HADAX
BALCX vs HADAX Comparison
Open Charts BALCX vs HADAX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Hartford Balanced HLS IA
Price$31.41
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets1.63B
BALCX vs HADAX Comparison Chart in %
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BALCX vs. HADAX commentary
Aug 18, 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 Buy and HADAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. HADAX (1.63B). HADAX pays higher dividends than BALCX: HADAX (1.78) vs BALCX (1.18). BALCX was incepted earlier than HADAX: BALCX (24 years) vs HADAX (42 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 : 7.16 vs. HADAX (1.74). BALCX return over 5 years is better than : 33.87 vs. HADAX (10.36).
| BALCX | HADAX | BALCX / HADAX | |
| Total Expense Ratio | 1.31 | 0.66 | 198% |
| Annual Report Gross Expense Ratio | 1.31 | 0.66 | 198% |
| Fund Existence | 24 years | 42 years | - |
| Gain YTD | 9.274 | 7.092 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 1.63B | 15,725% |
| Annual Yield % from dividends | 1.18 | 1.78 | 66% |
| Returns for 1 year | 7.16 | 1.74 | 411% |
| Returns for 3 years | 27.12 | 0.98 | 2,781% |
| Returns for 5 years | 33.87 | 10.36 | 327% |
| Returns for 10 years | 59.19 | 37.60 | 157% |
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