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BALCX vs HAIBX
BALCX vs HAIBX Comparison
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BALCX vs HAIBX Comparison Chart in %
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BALCX vs. HAIBX commentary
Jul 24, 2026
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: 288B vs. HAIBX (1.56B). HAIBX pays higher dividends than BALCX: HAIBX (1.43) vs BALCX (1.14). BALCX was incepted earlier than HAIBX: BALCX (25 years) vs HAIBX (28 years). BALCX (1.30) is less costly to investors than HAIBX (0.91). HAIBX is a more actively managed with annual turnover of: 66.00 vs. BALCX (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 : 9.67 vs. HAIBX (-0.87). BALCX return over 5 years is better than : 27.98 vs. HAIBX (-7.79).
| BALCX | HAIBX | BALCX / HAIBX | |
| Total Expense Ratio | 1.30 | 0.91 | 143% |
| Annual Report Gross Expense Ratio | 1.30 | 0.91 | 143% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 7.581 | 4.013 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.56B | 18,473% |
| Annual Yield % from dividends | 1.14 | 1.43 | 79% |
| Returns for 1 year | 9.67 | -0.87 | -1,116% |
| Returns for 3 years | 35.15 | 11.79 | 298% |
| Returns for 5 years | 27.98 | -7.79 | -359% |
| Returns for 10 years | 72.05 | 29.66 | 243% |
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