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BALCX vs HAIBX
BALCX vs HAIBX Comparison
Open Charts BALCX vs HAIBX
American Funds American Balanced C
Price$37.99
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
Hartford Balanced HLS IB
Price$30.05
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets1.59B
BALCX vs HAIBX Comparison Chart in %
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BALCX vs. HAIBX commentary
Feb 05, 2026
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 HAIBX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. HAIBX (1.59B). HAIBX pays higher dividends than BALCX: HAIBX (1.49) vs BALCX (1.25). BALCX was incepted earlier than HAIBX: BALCX (25 years) vs HAIBX (28 years). BALCX (1.31) is less costly to investors than HAIBX (0.91). HAIBX is a more actively managed with annual turnover of: 50.00 vs. BALCX (44.00). HAIBX has a lower initial minimum investment than BALCX: HAIBX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 10.51 vs. HAIBX (-1.61). BALCX return over 5 years is better than : 31.49 vs. HAIBX (-1.54).
| BALCX | HAIBX | BALCX / HAIBX | |
| Total Expense Ratio | 1.31 | 0.91 | 144% |
| Annual Report Gross Expense Ratio | 1.31 | 0.91 | 144% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 2.396 | -0.431 | -556% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.59B | 16,981% |
| Annual Yield % from dividends | 1.25 | 1.49 | 84% |
| Returns for 1 year | 10.51 | -1.61 | -651% |
| Returns for 3 years | 33.72 | 11.32 | 298% |
| Returns for 5 years | 31.49 | -1.54 | -2,041% |
| Returns for 10 years | 79.52 | 37.59 | 212% |
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