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CLBCX vs HAIBX
CLBCX vs HAIBX Comparison
Open Charts CLBCX vs HAIBX
American Funds American Balanced 529C
Price$37.01
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
CLBCX vs HAIBX Comparison Chart in %
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CLBCX 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 CLBCX is a Buy and HAIBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 253B vs. HAIBX (1.62B). HAIBX pays higher dividends than CLBCX: HAIBX (1.50) vs CLBCX (1.12). CLBCX was incepted earlier than HAIBX: CLBCX (23 years) vs HAIBX (27 years). CLBCX (1.35) is less costly to investors than HAIBX (0.91). HAIBX is a more actively managed with annual turnover of: 50.00 vs. CLBCX (44.00). HAIBX has a lower initial minimum investment than CLBCX: HAIBX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 9.97 vs. HAIBX (4.42). CLBCX return over 5 years is better than : 33.32 vs. HAIBX (9.25).
| CLBCX | HAIBX | CLBCX / HAIBX | |
| Total Expense Ratio | 1.35 | 0.91 | 148% |
| Annual Report Gross Expense Ratio | 1.35 | 0.91 | 148% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 8.098 | 6.476 | 125% |
| Front Load | N/A | 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 | 1.12 | 1.50 | 75% |
| Returns for 1 year | 9.97 | 4.42 | 225% |
| Returns for 3 years | 29.25 | 2.90 | 1,008% |
| Returns for 5 years | 33.32 | 9.25 | 360% |
| Returns for 10 years | 64.42 | 35.22 | 183% |
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