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CLBAX vs HAIBX
CLBAX vs HAIBX Comparison
Open Charts CLBAX vs HAIBX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Hartford Balanced HLS IB
Price$30.97
Change-$0.32 (-1.02%)
VolumeN/A
Net Assets1.6B
CLBAX vs HAIBX Comparison Chart
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CLBAX vs. HAIBX commentary
Jun 15, 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: 244B vs. HAIBX (1.6B). CLBAX pays higher dividends than HAIBX: CLBAX (1.91) vs HAIBX (1.56). 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 : 5.26 vs. HAIBX (1.33). CLBAX return over 5 years is better than : 40.12 vs. HAIBX (11.83).
| 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 | 4.431 | 2.856 | 155% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.6B | 15,260% |
| Annual Yield % from dividends | 1.91 | 1.56 | 122% |
| Returns for 1 year | 5.26 | 1.33 | 397% |
| Returns for 3 years | 33.60 | 6.89 | 488% |
| Returns for 5 years | 40.12 | 11.83 | 339% |
| Returns for 10 years | 70.29 | 29.88 | 235% |
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