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BALCX vs HAIBX
BALCX vs HAIBX Comparison
Open Charts BALCX vs HAIBX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Hartford Balanced HLS IB
Price$31.89
Change+$0.14 (+0.44%)
VolumeN/A
Net Assets1.64B
BALCX vs HAIBX Comparison Chart in %
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BALCX vs. HAIBX commentary
Jul 07, 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: 252B vs. HAIBX (1.64B). 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 : 7.03 vs. HAIBX (3.31). BALCX return over 5 years is better than : 37.14 vs. HAIBX (13.66).
| 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 | 7.684 | 5.912 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.64B | 15,403% |
| Annual Yield % from dividends | 1.19 | 1.51 | 79% |
| Returns for 1 year | 7.03 | 3.31 | 213% |
| Returns for 3 years | 32.51 | 6.94 | 469% |
| Returns for 5 years | 37.14 | 13.66 | 272% |
| Returns for 10 years | 58.16 | 35.23 | 165% |
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