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BALFX vs HAIBX
BALFX vs HAIBX Comparison
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BALFX vs HAIBX Comparison Chart in %
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BALFX 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 BALFX is a Hold and HAIBX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. HAIBX (1.56B). BALFX pays higher dividends than HAIBX: BALFX (1.75) vs HAIBX (1.43). BALFX was incepted earlier than HAIBX: BALFX (25 years) vs HAIBX (28 years). HAIBX (0.91) is less costly to investors than BALFX (0.61). HAIBX is a more actively managed with annual turnover of: 66.00 vs. BALFX (50.00). HAIBX has a lower initial minimum investment than BALFX: HAIBX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 10.52 vs. HAIBX (-0.87). BALFX return over 5 years is better than : 31.89 vs. HAIBX (-7.79).
| BALFX | HAIBX | BALFX / HAIBX | |
| Total Expense Ratio | 0.61 | 0.91 | 67% |
| Annual Report Gross Expense Ratio | 0.61 | 0.91 | 67% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 7.997 | 4.013 | 199% |
| 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 | 1.75 | 1.43 | 122% |
| Returns for 1 year | 10.52 | -0.87 | -1,214% |
| Returns for 3 years | 38.14 | 11.79 | 324% |
| Returns for 5 years | 31.89 | -7.79 | -409% |
| Returns for 10 years | 80.66 | 29.66 | 272% |
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