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CLBFX vs HAIBX
CLBFX vs HAIBX Comparison
Open Charts CLBFX vs HAIBX
American Funds American Balanced 529F
Price$33.59
Change+$0.44 (+1.33%)
VolumeN/A
Net Assets226.9B
Hartford Balanced HLS IB
Price$29.49
Change+$0.47 (+1.62%)
VolumeN/A
Net Assets1.52B
CLBFX vs HAIBX Comparison Chart
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CLBFX 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 CLBFX is a Buy and HAIBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 227B vs. HAIBX (1.52B). CLBFX pays higher dividends than HAIBX: CLBFX (2.14) vs HAIBX (1.61). CLBFX was incepted earlier than HAIBX: CLBFX (23 years) vs HAIBX (27 years). HAIBX (0.91) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. HAIBX (50.00). HAIBX has a lower initial minimum investment than CLBFX: HAIBX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 4.34 vs. HAIBX (-1.86). CLBFX return over 5 years is better than : 38.66 vs. HAIBX (10.22).
| CLBFX | HAIBX | CLBFX / HAIBX | |
| Total Expense Ratio | 0.68 | 0.91 | 75% |
| Annual Report Gross Expense Ratio | 0.68 | 0.91 | 75% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | -1.470 | -3.620 | 41% |
| 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 | 2.14 | 1.61 | 133% |
| Returns for 1 year | 4.34 | -1.86 | -233% |
| Returns for 3 years | 16.23 | -7.95 | -204% |
| Returns for 5 years | 38.66 | 10.22 | 378% |
| Returns for 10 years | 61.97 | 21.06 | 294% |