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CLBAX vs HAIBX
CLBAX vs HAIBX Comparison
Open Charts CLBAX vs HAIBX
American Funds American Balanced 529A
Price$34.83
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
Hartford Balanced HLS IB
Price$30.41
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.58B
CLBAX vs HAIBX Comparison Chart
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CLBAX vs. HAIBX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 238B vs. HAIBX (1.58B). CLBAX pays higher dividends than HAIBX: CLBAX (1.98) vs HAIBX (1.61). CLBAX was incepted earlier than HAIBX: CLBAX (23 years) vs HAIBX (27 years). HAIBX (0.91) is less costly to investors than CLBAX (0.58). HAIBX is a more actively managed with annual turnover of: 50.00 vs. CLBAX (44.00). 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 : 4.76 vs. HAIBX (-0.66). CLBAX return over 5 years is better than : 39.81 vs. HAIBX (11.92).
| CLBAX | HAIBX | CLBAX / HAIBX | |
| Total Expense Ratio | 0.58 | 0.91 | 64% |
| Annual Report Gross Expense Ratio | 0.58 | 0.91 | 64% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 1.980 | 1.030 | 192% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 1.58B | 15,044% |
| Annual Yield % from dividends | 1.98 | 1.61 | 123% |
| Returns for 1 year | 4.76 | -0.66 | -717% |
| Returns for 3 years | 23.84 | -0.35 | -6,821% |
| Returns for 5 years | 39.81 | 11.92 | 334% |
| Returns for 10 years | 64.51 | 26.72 | 241% |
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