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BALCX vs HAIBX
BALCX vs HAIBX Comparison
Open Charts BALCX vs HAIBX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
Hartford Balanced HLS IB
Price$29.81
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets1.62B
BALCX vs HAIBX Comparison Chart in %
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BALCX vs. HAIBX commentary
Sep 29, 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 Hold and HAIBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. HAIBX (1.62B). HAIBX pays higher dividends than BALCX: HAIBX (1.64) vs BALCX (1.16). 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 : 7.28 vs. HAIBX (-2.96). BALCX return over 5 years is better than : 40.11 vs. HAIBX (8.35).
| 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 | 12.568 | -0.821 | -1,531% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.62B | 16,225% |
| Annual Yield % from dividends | 1.16 | 1.64 | 71% |
| Returns for 1 year | 7.28 | -2.96 | -246% |
| Returns for 3 years | 48.24 | 21.51 | 224% |
| Returns for 5 years | 40.11 | 8.35 | 480% |
| Returns for 10 years | 74.67 | 35.02 | 213% |
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