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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
Jun 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 (1.59B). BALFX pays higher dividends than HAIBX: BALFX (1.75) vs HAIBX (1.42). 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 : 16.70 vs. HAIBX (4.49). BALFX return over 5 years is better than : 35.95 vs. HAIBX (-4.12).
| 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 | 9.366 | 5.373 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.59B | 18,102% |
| Annual Yield % from dividends | 1.75 | 1.42 | 124% |
| Returns for 1 year | 16.70 | 4.49 | 372% |
| Returns for 3 years | 44.22 | 17.60 | 251% |
| Returns for 5 years | 35.95 | -4.12 | -873% |
| Returns for 10 years | 89.39 | 36.93 | 242% |
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