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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
Sep 22, 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: 285B vs. HAIBX (1.52B). HAIBX pays higher dividends than BALCX: HAIBX (1.60) vs BALCX (1.14). BALCX was incepted earlier than HAIBX: BALCX (26 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 : 5.73 vs. HAIBX (-1.71). BALCX return over 5 years is better than : 28.73 vs. HAIBX (-10.38).
| BALCX | HAIBX | BALCX / HAIBX | |
| Total Expense Ratio | 1.30 | 0.91 | 143% |
| Annual Report Gross Expense Ratio | 1.30 | 0.91 | 143% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 8.103 | -3.498 | -232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 1.52B | 18,738% |
| Annual Yield % from dividends | 1.14 | 1.60 | 72% |
| Returns for 1 year | 5.73 | -1.71 | -336% |
| Returns for 3 years | 41.35 | 10.93 | 378% |
| Returns for 5 years | 28.73 | -10.38 | -277% |
| Returns for 10 years | 73.74 | 20.14 | 366% |
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