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BALCX vs HAIBX
BALCX vs HAIBX Comparison
Open Charts BALCX vs HAIBX
American Funds American Balanced C
Price$36.96
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets255.61B
Hartford Balanced HLS IB
Price$32.11
Change-$0.08 (-0.25%)
VolumeN/A
Net Assets1.62B
BALCX vs HAIBX Comparison Chart in %
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BALCX vs. HAIBX commentary
Aug 20, 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: 256B vs. HAIBX (1.62B). HAIBX pays higher dividends than BALCX: HAIBX (1.50) vs BALCX (1.18). 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 : 6.00 vs. HAIBX (0.59). BALCX return over 5 years is better than : 33.42 vs. HAIBX (9.63).
| 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 | 8.833 | 6.642 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 1.62B | 15,783% |
| Annual Yield % from dividends | 1.18 | 1.50 | 79% |
| Returns for 1 year | 6.00 | 0.59 | 1,016% |
| Returns for 3 years | 28.13 | 1.79 | 1,575% |
| Returns for 5 years | 33.42 | 9.63 | 347% |
| Returns for 10 years | 64.54 | 40.42 | 160% |
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