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BALCX vs HAIBX
BALCX vs HAIBX Comparison
Open Charts BALCX vs HAIBX
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Hartford Balanced HLS IB
Price$32.33
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets1.65B
BALCX vs HAIBX Comparison Chart in %
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BALCX vs. HAIBX commentary
Jul 27, 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 HAIBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. HAIBX (1.65B). HAIBX pays higher dividends than BALCX: HAIBX (1.51) vs BALCX (1.19). BALCX was incepted earlier than HAIBX: BALCX (24 years) vs HAIBX (27 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 : 9.43 vs. HAIBX (4.47). BALCX return over 5 years is better than : 35.43 vs. HAIBX (12.49).
| BALCX | HAIBX | BALCX / HAIBX | |
| Total Expense Ratio | 1.31 | 0.91 | 144% |
| Annual Report Gross Expense Ratio | 1.31 | 0.91 | 144% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 8.597 | 7.373 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 1.65B | 15,422% |
| Annual Yield % from dividends | 1.19 | 1.51 | 79% |
| Returns for 1 year | 9.43 | 4.47 | 211% |
| Returns for 3 years | 32.20 | 6.57 | 490% |
| Returns for 5 years | 35.43 | 12.49 | 284% |
| Returns for 10 years | 58.21 | 36.36 | 160% |
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