Ad is loading...
CLBAX vs HAIBX
CLBAX vs HAIBX Comparison
Open Charts CLBAX vs HAIBX
American Funds American Balanced 529A
Price$33.63
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
Hartford Balanced HLS IB
Price$29.49
Change+$0.47 (+1.62%)
VolumeN/A
Net Assets1.52B
CLBAX vs HAIBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. HAIBX commentary
Apr 26, 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: 227B vs. HAIBX (1.52B). 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 : 4.16 vs. HAIBX (-1.86). CLBAX return over 5 years is better than : 37.48 vs. HAIBX (10.22).
| 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 | -1.533 | -3.620 | 42% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 1.52B | 14,895% |
| Annual Yield % from dividends | 1.98 | 1.61 | 123% |
| Returns for 1 year | 4.16 | -1.86 | -223% |
| Returns for 3 years | 15.66 | -7.95 | -197% |
| Returns for 5 years | 37.48 | 10.22 | 367% |
| Returns for 10 years | 58.78 | 21.06 | 279% |