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BALCX vs HAIBX
BALCX vs HAIBX Comparison
Open Charts BALCX vs HAIBX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Hartford Balanced HLS IB
Price$30.75
Change-$0.38 (-1.22%)
VolumeN/A
Net Assets1.65B
BALCX vs HAIBX Comparison Chart
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BALCX vs. HAIBX commentary
Feb 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 Hold and HAIBX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. HAIBX (1.65B). BALCX pays higher dividends than HAIBX: BALCX (1.59) vs HAIBX (1.43). BALCX was incepted earlier than HAIBX: BALCX (24 years) vs HAIBX (27 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. HAIBX (57.00). 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 : 8.38 vs. HAIBX (3.57). BALCX return over 5 years is better than : 26.14 vs. HAIBX (3.92).
| BALCX | HAIBX | BALCX / HAIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 2.790 | 2.126 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 1.65B | 14,649% |
| Annual Yield % from dividends | 1.59 | 1.43 | 111% |
| Returns for 1 year | 8.38 | 3.57 | 235% |
| Returns for 3 years | 15.69 | -4.68 | -335% |
| Returns for 5 years | 26.14 | 3.92 | 666% |
| Returns for 10 years | 46.66 | 28.78 | 162% |
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