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BALCX vs HAIBX
BALCX vs HAIBX Comparison
Open Charts BALCX vs HAIBX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Hartford Balanced HLS IB
Price$30.25
Change-$0.36 (-1.18%)
VolumeN/A
Net Assets1.61B
BALCX vs HAIBX Comparison Chart in %
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BALCX vs. HAIBX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. HAIBX (1.61B). HAIBX pays higher dividends than BALCX: HAIBX (1.60) vs BALCX (1.10). 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 : 7.94 vs. HAIBX (-2.77). BALCX return over 5 years is better than : 35.35 vs. HAIBX (2.16).
| 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 | 14.101 | 0.643 | 2,193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.61B | 16,667% |
| Annual Yield % from dividends | 1.10 | 1.60 | 69% |
| Returns for 1 year | 7.94 | -2.77 | -286% |
| Returns for 3 years | 39.68 | 15.70 | 253% |
| Returns for 5 years | 35.35 | 2.16 | 1,636% |
| Returns for 10 years | 66.50 | 30.00 | 222% |
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