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BALCX vs HAIBX
BALCX vs HAIBX Comparison
Open Charts BALCX vs HAIBX
American Funds American Balanced C
Price$33.21
Change-$0.88 (-2.58%)
VolumeN/A
Net Assets235.03B
Hartford Balanced HLS IB
Price$29.22
Change-$0.82 (-2.73%)
VolumeN/A
Net Assets1.59B
BALCX vs HAIBX Comparison Chart
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BALCX vs. HAIBX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 235B vs. HAIBX (1.59B). HAIBX pays higher dividends than BALCX: HAIBX (1.61) vs BALCX (1.28). BALCX was incepted earlier than HAIBX: BALCX (24 years) vs HAIBX (27 years). BALCX (1.32) is less costly to investors than HAIBX (0.91). BALCX is a more actively managed with annual turnover of: 171.00 vs. HAIBX (50.00). 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 : 0.58 vs. HAIBX (-0.17). BALCX return over 5 years is better than : 41.73 vs. HAIBX (25.87).
| BALCX | HAIBX | BALCX / HAIBX | |
| Total Expense Ratio | 1.32 | 0.91 | 145% |
| Annual Report Gross Expense Ratio | 1.32 | 0.91 | 145% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | -2.337 | -0.232 | 1,005% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 1.59B | 14,789% |
| Annual Yield % from dividends | 1.28 | 1.61 | 80% |
| Returns for 1 year | 0.58 | -0.17 | -334% |
| Returns for 3 years | 7.28 | -8.37 | -87% |
| Returns for 5 years | 41.73 | 25.87 | 161% |
| Returns for 10 years | 41.88 | 26.52 | 158% |
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