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BALCX vs HAIBX
BALCX vs HAIBX Comparison
Open Charts BALCX vs HAIBX
American Funds American Balanced C
Price$34.59
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
Hartford Balanced HLS IB
Price$30.41
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.58B
BALCX vs HAIBX Comparison Chart
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BALCX vs. HAIBX commentary
May 23, 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: 238B vs. HAIBX (1.58B). HAIBX pays higher dividends than BALCX: HAIBX (1.61) vs BALCX (1.29). 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 : 3.98 vs. HAIBX (-0.66). BALCX return over 5 years is better than : 33.88 vs. HAIBX (11.92).
| 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 | 1.721 | 1.030 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 1.58B | 15,044% |
| Annual Yield % from dividends | 1.29 | 1.61 | 80% |
| Returns for 1 year | 3.98 | -0.66 | -600% |
| Returns for 3 years | 20.44 | -0.35 | -5,847% |
| Returns for 5 years | 33.88 | 11.92 | 284% |
| Returns for 10 years | 46.18 | 26.72 | 173% |
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