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BALCX vs HAIBX
BALCX vs HAIBX Comparison
Open Charts BALCX vs HAIBX
American Funds American Balanced C
Price$33.41
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
Hartford Balanced HLS IB
Price$29.49
Change+$0.47 (+1.62%)
VolumeN/A
Net Assets1.52B
BALCX vs HAIBX Comparison Chart
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BALCX vs. HAIBX commentary
Apr 26, 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: 227B vs. HAIBX (1.52B). 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 : 3.38 vs. HAIBX (-1.86). BALCX return over 5 years is better than : 31.61 vs. HAIBX (10.22).
| 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 | -1.749 | -3.620 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 1.52B | 14,895% |
| Annual Yield % from dividends | 1.28 | 1.61 | 80% |
| Returns for 1 year | 3.38 | -1.86 | -181% |
| Returns for 3 years | 12.46 | -7.95 | -157% |
| Returns for 5 years | 31.61 | 10.22 | 309% |
| Returns for 10 years | 41.14 | 21.06 | 195% |
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