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CLBAX vs HAIBX
CLBAX vs HAIBX Comparison
Open Charts CLBAX vs HAIBX
American Funds American Balanced 529A
Price$33.42
Change-$0.87 (-2.54%)
VolumeN/A
Net Assets235.03B
Hartford Balanced HLS IB
Price$29.22
Change-$0.82 (-2.73%)
VolumeN/A
Net Assets1.59B
CLBAX vs HAIBX Comparison Chart
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CLBAX vs. HAIBX commentary
Apr 04, 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 Hold and HAIBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 235B vs. HAIBX (1.59B). 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 (0.60). CLBAX is a more actively managed with annual turnover of: 171.00 vs. HAIBX (50.00). 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 : 1.36 vs. HAIBX (-0.17). CLBAX return over 5 years is better than : 48.07 vs. HAIBX (25.87).
| CLBAX | HAIBX | CLBAX / HAIBX | |
| Total Expense Ratio | 0.60 | 0.91 | 66% |
| Annual Report Gross Expense Ratio | 0.60 | 0.91 | 66% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | -2.148 | -0.232 | 924% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 1.59B | 14,789% |
| Annual Yield % from dividends | 1.98 | 1.61 | 123% |
| Returns for 1 year | 1.36 | -0.17 | -779% |
| Returns for 3 years | 10.33 | -8.37 | -123% |
| Returns for 5 years | 48.07 | 25.87 | 186% |
| Returns for 10 years | 59.69 | 26.52 | 225% |
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