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CLBAX vs HAIBX
CLBAX vs HAIBX Comparison
Open Charts CLBAX vs HAIBX
American Funds American Balanced 529A
Price$36.98
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets253.12B
Hartford Balanced HLS IB
Price$32.00
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets1.62B
CLBAX vs HAIBX Comparison Chart in %
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CLBAX vs. HAIBX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 253B vs. HAIBX (1.62B). CLBAX pays higher dividends than HAIBX: CLBAX (1.82) vs HAIBX (1.50). 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 : 10.79 vs. HAIBX (4.42). CLBAX return over 5 years is better than : 38.42 vs. HAIBX (9.25).
| 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 | 8.602 | 6.476 | 133% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 1.62B | 15,588% |
| Annual Yield % from dividends | 1.82 | 1.50 | 122% |
| Returns for 1 year | 10.79 | 4.42 | 244% |
| Returns for 3 years | 32.24 | 2.90 | 1,111% |
| Returns for 5 years | 38.42 | 9.25 | 415% |
| Returns for 10 years | 77.27 | 35.22 | 219% |
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