Ad is loading...
CLBFX vs HAIBX
CLBFX vs HAIBX Comparison
Open Charts CLBFX vs HAIBX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Hartford Balanced HLS IB
Price$30.75
Change-$0.38 (-1.22%)
VolumeN/A
Net Assets1.65B
CLBFX vs HAIBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. HAIBX commentary
Feb 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 CLBFX is a Hold and HAIBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. HAIBX (1.65B). CLBFX pays higher dividends than HAIBX: CLBFX (2.39) vs HAIBX (1.43). CLBFX was incepted earlier than HAIBX: CLBFX (22 years) vs HAIBX (27 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. HAIBX (57.00). 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 : 9.36 vs. HAIBX (3.57). CLBFX return over 5 years is better than : 32.87 vs. HAIBX (3.92).
| CLBFX | HAIBX | CLBFX / HAIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 2.894 | 2.126 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 1.65B | 14,649% |
| Annual Yield % from dividends | 2.39 | 1.43 | 167% |
| Returns for 1 year | 9.36 | 3.57 | 262% |
| Returns for 3 years | 19.64 | -4.68 | -419% |
| Returns for 5 years | 32.87 | 3.92 | 838% |
| Returns for 10 years | 68.67 | 28.78 | 239% |
View a ticker or compare two or three
VS
VS
Ad is loading...