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CLBAX vs HAIBX
CLBAX vs HAIBX Comparison
Open Charts CLBAX vs HAIBX
American Funds American Balanced 529A
Price$34.12
Change-$0.33 (-0.96%)
VolumeN/A
Net Assets234.71B
Hartford Balanced HLS IB
Price$29.91
Change-$0.36 (-1.19%)
VolumeN/A
Net Assets1.63B
CLBAX vs HAIBX Comparison Chart
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CLBAX vs. HAIBX commentary
Jan 13, 2025
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 CLBAX is a Buy and HAIBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 235B vs. HAIBX (1.63B). CLBAX pays higher dividends than HAIBX: CLBAX (2.23) vs HAIBX (1.43). CLBAX was incepted earlier than HAIBX: CLBAX (23 years) vs HAIBX (27 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. HAIBX (57.00). HAIBX has a lower initial minimum investment than CLBAX: HAIBX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 9.21 vs. HAIBX (3.35). CLBAX return over 5 years is better than : 30.01 vs. HAIBX (3.07).
| CLBAX | HAIBX | CLBAX / HAIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | -0.409 | -0.664 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 1.63B | 14,400% |
| Annual Yield % from dividends | 2.23 | 1.43 | 156% |
| Returns for 1 year | 9.21 | 3.35 | 275% |
| Returns for 3 years | 9.42 | -12.61 | -75% |
| Returns for 5 years | 30.01 | 3.07 | 978% |
| Returns for 10 years | 65.54 | 28.88 | 227% |
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