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CLBCX vs HAIBX
CLBCX vs HAIBX Comparison
Open Charts CLBCX vs HAIBX
American Funds American Balanced 529C
Price$34.85
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
Hartford Balanced HLS IB
Price$30.41
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.58B
CLBCX vs HAIBX Comparison Chart
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CLBCX vs. HAIBX commentary
May 23, 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: 238B vs. HAIBX (1.58B). HAIBX pays higher dividends than CLBCX: HAIBX (1.61) vs CLBCX (1.23). 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 : 3.96 vs. HAIBX (-0.66). CLBCX return over 5 years is better than : 34.64 vs. HAIBX (11.92).
| 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 | 1.669 | 1.030 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 1.58B | 15,044% |
| Annual Yield % from dividends | 1.23 | 1.61 | 76% |
| Returns for 1 year | 3.96 | -0.66 | -596% |
| Returns for 3 years | 21.07 | -0.35 | -6,029% |
| Returns for 5 years | 34.64 | 11.92 | 291% |
| Returns for 10 years | 52.53 | 26.72 | 197% |
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