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CLBAX vs HAIBX
CLBAX vs HAIBX Comparison
Open Charts CLBAX vs HAIBX
American Funds American Balanced 529A
Price$36.66
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets252.32B
Hartford Balanced HLS IB
Price$31.59
Change-$0.21 (-0.66%)
VolumeN/A
Net Assets1.63B
CLBAX vs HAIBX Comparison Chart in %
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CLBAX vs. HAIBX commentary
Jul 17, 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: 252B vs. HAIBX (1.63B). CLBAX pays higher dividends than HAIBX: CLBAX (1.84) vs HAIBX (1.51). 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 : 6.00 vs. HAIBX (0.93). CLBAX return over 5 years is better than : 40.40 vs. HAIBX (10.83).
| 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 | 7.662 | 5.613 | 137% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.63B | 15,479% |
| Annual Yield % from dividends | 1.84 | 1.51 | 122% |
| Returns for 1 year | 6.00 | 0.93 | 648% |
| Returns for 3 years | 36.00 | 6.29 | 572% |
| Returns for 5 years | 40.40 | 10.83 | 373% |
| Returns for 10 years | 73.84 | 32.75 | 225% |
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