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BALCX vs HAIBX
BALCX vs HAIBX Comparison
Open Charts BALCX vs HAIBX
American Funds American Balanced C
Price$39.61
Change+$0.19 (+0.48%)
VolumeN/A
Net Assets269.83B
Hartford Balanced HLS IB
Price$30.63
Change+$0.08 (+0.26%)
VolumeN/A
Net Assets1.62B
BALCX vs HAIBX Comparison Chart in %
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BALCX vs. HAIBX commentary
Nov 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 StrongBuy and HAIBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. HAIBX (1.62B). 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 : 10.05 vs. HAIBX (-2.39). BALCX return over 5 years is better than : 36.71 vs. HAIBX (1.64).
| 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 | 16.754 | 1.641 | 1,021% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.62B | 16,667% |
| Annual Yield % from dividends | 1.10 | 1.60 | 69% |
| Returns for 1 year | 10.05 | -2.39 | -420% |
| Returns for 3 years | 41.60 | 15.54 | 268% |
| Returns for 5 years | 36.71 | 1.64 | 2,242% |
| Returns for 10 years | 67.45 | 28.88 | 234% |
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