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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
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 BALFX is a Buy and HAIBX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. HAIBX (1.58B). BALFX pays higher dividends than HAIBX: BALFX (1.78) vs HAIBX (1.45). 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 : 12.14 vs. HAIBX (0.94). BALFX return over 5 years is better than : 33.99 vs. HAIBX (-6.72).
| 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 | 10.815 | 6.434 | 168% |
| 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 | 1.78 | 1.45 | 123% |
| Returns for 1 year | 12.14 | 0.94 | 1,293% |
| Returns for 3 years | 43.50 | 16.13 | 270% |
| Returns for 5 years | 33.99 | -6.72 | -506% |
| Returns for 10 years | 84.05 | 31.43 | 267% |
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