Interact to see
Advertisement
Advertisement
BALCX vs HADAX
BALCX vs HADAX Comparison
Open Charts BALCX vs HADAX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Hartford Balanced HLS IA
Price$28.92
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets1.63B
BALCX vs HADAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. HADAX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 258B vs. HADAX (1.63B). HADAX pays higher dividends than BALCX: HADAX (1.94) vs BALCX (1.16). BALCX was incepted earlier than HADAX: BALCX (25 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 : 9.12 vs. HADAX (-1.20). BALCX return over 5 years is better than : 35.50 vs. HADAX (6.16).
| 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 | 42 years | - |
| Gain YTD | 10.835 | -1.219 | -889% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 1.63B | 15,857% |
| Annual Yield % from dividends | 1.16 | 1.94 | 60% |
| Returns for 1 year | 9.12 | -1.20 | -760% |
| Returns for 3 years | 37.20 | 14.69 | 253% |
| Returns for 5 years | 35.50 | 6.16 | 576% |
| Returns for 10 years | 67.85 | 32.43 | 209% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement