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BALCX vs HAIBX
BALCX vs HAIBX Comparison
Open Charts BALCX vs HAIBX
American Funds American Balanced C
Price$36.73
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets253.12B
Hartford Balanced HLS IB
Price$32.00
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets1.62B
BALCX vs HAIBX Comparison Chart in %
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BALCX vs. HAIBX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 253B 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 : 9.98 vs. HAIBX (4.42). BALCX return over 5 years is better than : 32.54 vs. HAIBX (9.25).
| 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 | 8.155 | 6.476 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 1.62B | 15,588% |
| Annual Yield % from dividends | 1.18 | 1.50 | 79% |
| Returns for 1 year | 9.98 | 4.42 | 226% |
| Returns for 3 years | 28.72 | 2.90 | 989% |
| Returns for 5 years | 32.54 | 9.25 | 352% |
| Returns for 10 years | 57.88 | 35.22 | 164% |
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