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CLBAX vs HAIBX
CLBAX vs HAIBX Comparison
Open Charts CLBAX vs HAIBX
American Funds American Balanced 529A
Price$37.66
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets255.46B
Hartford Balanced HLS IB
Price$29.75
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets1.49B
CLBAX vs HAIBX Comparison Chart in %
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CLBAX vs. HAIBX commentary
Aug 30, 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: 255B vs. HAIBX (1.49B). CLBAX pays higher dividends than HAIBX: CLBAX (1.82) vs HAIBX (1.50). CLBAX was incepted earlier than HAIBX: CLBAX (24 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 : 8.06 vs. HAIBX (-1.78). CLBAX return over 5 years is better than : 39.14 vs. HAIBX (4.24).
| 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 | 27 years | - |
| Gain YTD | 10.599 | -1.220 | -869% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 1.49B | 17,149% |
| Annual Yield % from dividends | 1.82 | 1.50 | 122% |
| Returns for 1 year | 8.06 | -1.78 | -453% |
| Returns for 3 years | 36.61 | 11.72 | 312% |
| Returns for 5 years | 39.14 | 4.24 | 923% |
| Returns for 10 years | 87.18 | 30.41 | 287% |
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