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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
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 BALFX is a Hold and HAIBX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. HAIBX (1.52B). BALFX pays higher dividends than HAIBX: BALFX (1.76) vs HAIBX (1.60). BALFX was incepted earlier than HAIBX: BALFX (26 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 : 6.50 vs. HAIBX (-1.71). BALFX return over 5 years is better than : 32.60 vs. HAIBX (-10.38).
| BALFX | HAIBX | BALFX / HAIBX | |
| Total Expense Ratio | 0.61 | 0.91 | 67% |
| Annual Report Gross Expense Ratio | 0.61 | 0.91 | 67% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 8.625 | -3.498 | -247% |
| 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 | 1.76 | 1.60 | 110% |
| Returns for 1 year | 6.50 | -1.71 | -381% |
| Returns for 3 years | 44.42 | 10.93 | 406% |
| Returns for 5 years | 32.60 | -10.38 | -314% |
| Returns for 10 years | 82.63 | 20.14 | 410% |
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