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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
Aug 14, 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 Buy and HAIBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. HAIBX (1.58B). HAIBX pays higher dividends than BALCX: HAIBX (1.45) vs BALCX (1.16). 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 : 11.32 vs. HAIBX (0.94). BALCX return over 5 years is better than : 30.01 vs. HAIBX (-6.72).
| 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 | 10.359 | 6.434 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 1.58B | 17,911% |
| Annual Yield % from dividends | 1.16 | 1.45 | 80% |
| Returns for 1 year | 11.32 | 0.94 | 1,206% |
| Returns for 3 years | 40.46 | 16.13 | 251% |
| Returns for 5 years | 30.01 | -6.72 | -447% |
| Returns for 10 years | 75.36 | 31.43 | 240% |
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