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CLBAX vs HAIBX
CLBAX vs HAIBX Comparison
Open Charts CLBAX vs HAIBX
American Funds American Balanced 529A
Price$39.90
Change+$0.19 (+0.48%)
VolumeN/A
Net Assets269.83B
Hartford Balanced HLS IB
Price$30.63
Change+$0.08 (+0.26%)
VolumeN/A
Net Assets1.62B
CLBAX vs HAIBX Comparison Chart in %
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CLBAX vs. HAIBX commentary
Nov 29, 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 StrongBuy and HAIBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. HAIBX (1.62B). CLBAX pays higher dividends than HAIBX: CLBAX (1.73) vs HAIBX (1.60). CLBAX was incepted earlier than HAIBX: CLBAX (24 years) vs HAIBX (28 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 : 10.89 vs. HAIBX (-2.39). CLBAX return over 5 years is better than : 42.84 vs. HAIBX (1.64).
| CLBAX | HAIBX | CLBAX / HAIBX | |
| Total Expense Ratio | 0.58 | 0.91 | 64% |
| Annual Report Gross Expense Ratio | 0.58 | 0.91 | 64% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 17.512 | 1.641 | 1,067% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.62B | 16,667% |
| Annual Yield % from dividends | 1.73 | 1.60 | 108% |
| Returns for 1 year | 10.89 | -2.39 | -455% |
| Returns for 3 years | 45.26 | 15.54 | 291% |
| Returns for 5 years | 42.84 | 1.64 | 2,616% |
| Returns for 10 years | 87.65 | 28.88 | 303% |
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