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CLBAX vs HAIBX
CLBAX vs HAIBX Comparison
Open Charts CLBAX vs HAIBX
American Funds American Balanced 529A
Price$39.02
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
Hartford Balanced HLS IB
Price$30.32
Change+$0.15 (+0.50%)
VolumeN/A
Net Assets1.64B
CLBAX vs HAIBX Comparison Chart in %
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CLBAX vs. HAIBX commentary
Oct 09, 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: 266B vs. HAIBX (1.64B). CLBAX pays higher dividends than HAIBX: CLBAX (1.76) vs HAIBX (1.63). 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 : 9.94 vs. HAIBX (-1.09). CLBAX return over 5 years is better than : 44.34 vs. HAIBX (5.20).
| 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 | 14.921 | 0.377 | 3,958% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1.64B | 16,259% |
| Annual Yield % from dividends | 1.76 | 1.63 | 108% |
| Returns for 1 year | 9.94 | -1.09 | -910% |
| Returns for 3 years | 52.52 | 21.33 | 246% |
| Returns for 5 years | 44.34 | 5.20 | 852% |
| Returns for 10 years | 89.99 | 31.14 | 289% |
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