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CLBCX vs HAIBX
CLBCX vs HAIBX Comparison
Open Charts CLBCX vs HAIBX
American Funds American Balanced 529C
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
Hartford Balanced HLS IB
Price$29.49
Change+$0.47 (+1.62%)
VolumeN/A
Net Assets1.52B
CLBCX vs HAIBX Comparison Chart
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CLBCX 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 CLBCX is a Buy and HAIBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 227B vs. HAIBX (1.52B). HAIBX pays higher dividends than CLBCX: HAIBX (1.61) vs CLBCX (1.22). CLBCX was incepted earlier than HAIBX: CLBCX (23 years) vs HAIBX (27 years). CLBCX (1.37) is less costly to investors than HAIBX (0.91). CLBCX is a more actively managed with annual turnover of: 171.00 vs. HAIBX (50.00). 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 : 3.40 vs. HAIBX (-1.86). CLBCX return over 5 years is better than : 32.42 vs. HAIBX (10.22).
| CLBCX | HAIBX | CLBCX / HAIBX | |
| Total Expense Ratio | 1.37 | 0.91 | 151% |
| Annual Report Gross Expense Ratio | 1.37 | 0.91 | 151% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | -1.773 | -3.620 | 49% |
| Front Load | N/A | 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 | 1.22 | 1.61 | 76% |
| Returns for 1 year | 3.40 | -1.86 | -182% |
| Returns for 3 years | 13.04 | -7.95 | -164% |
| Returns for 5 years | 32.42 | 10.22 | 317% |
| Returns for 10 years | 47.25 | 21.06 | 224% |