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BALCX vs HADAX
BALCX vs HADAX Comparison
Open Charts BALCX vs HADAX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Hartford Balanced HLS IA
Price$30.21
Change-$0.30 (-0.98%)
VolumeN/A
Net Assets1.6B
BALCX vs HADAX Comparison Chart
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BALCX vs. HADAX commentary
Jun 16, 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: 244B vs. HADAX (1.6B). HADAX pays higher dividends than BALCX: HADAX (1.85) vs BALCX (1.24). 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 : 4.49 vs. HADAX (1.47). BALCX return over 5 years is better than : 34.15 vs. HADAX (12.54).
| 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 | 4.121 | 3.000 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.6B | 15,260% |
| Annual Yield % from dividends | 1.24 | 1.85 | 67% |
| Returns for 1 year | 4.49 | 1.47 | 306% |
| Returns for 3 years | 30.13 | 7.21 | 418% |
| Returns for 5 years | 34.15 | 12.54 | 272% |
| Returns for 10 years | 51.38 | 32.06 | 160% |
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