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BALCX vs HAIBX
BALCX vs HAIBX Comparison
Open Charts BALCX vs HAIBX
American Funds American Balanced C
Price$38.78
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
Hartford Balanced HLS IB
Price$30.32
Change+$0.15 (+0.50%)
VolumeN/A
Net Assets1.64B
BALCX vs HAIBX Comparison Chart in %
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BALCX vs. HAIBX commentary
Oct 09, 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: 266B vs. HAIBX (1.64B). HAIBX pays higher dividends than BALCX: HAIBX (1.63) vs BALCX (1.12). 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 : 9.12 vs. HAIBX (-1.09). BALCX return over 5 years is better than : 38.19 vs. HAIBX (5.20).
| 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 | 14.307 | 0.377 | 3,796% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1.64B | 16,259% |
| Annual Yield % from dividends | 1.12 | 1.63 | 69% |
| Returns for 1 year | 9.12 | -1.09 | -835% |
| Returns for 3 years | 48.69 | 21.33 | 228% |
| Returns for 5 years | 38.19 | 5.20 | 734% |
| Returns for 10 years | 69.62 | 31.14 | 224% |
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