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BALCX vs HAIBX
BALCX vs HAIBX Comparison
Open Charts BALCX vs HAIBX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Hartford Balanced HLS IB
Price$30.97
Change-$0.32 (-1.02%)
VolumeN/A
Net Assets1.6B
BALCX vs HAIBX Comparison Chart
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BALCX vs. HAIBX commentary
Jun 15, 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: 244B vs. HAIBX (1.6B). HAIBX pays higher dividends than BALCX: HAIBX (1.56) vs BALCX (1.24). 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 : 4.49 vs. HAIBX (1.33). BALCX return over 5 years is better than : 34.15 vs. HAIBX (11.83).
| 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 | 4.121 | 2.856 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.6B | 15,260% |
| Annual Yield % from dividends | 1.24 | 1.56 | 80% |
| Returns for 1 year | 4.49 | 1.33 | 338% |
| Returns for 3 years | 30.13 | 6.89 | 437% |
| Returns for 5 years | 34.15 | 11.83 | 289% |
| Returns for 10 years | 51.38 | 29.88 | 172% |
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