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CLBFX vs HAIBX
CLBFX vs HAIBX Comparison
Open Charts CLBFX vs HAIBX
American Funds American Balanced 529F
Price$33.37
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
Hartford Balanced HLS IB
Price$29.22
Change-$0.82 (-2.73%)
VolumeN/A
Net Assets1.59B
CLBFX vs HAIBX Comparison Chart
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CLBFX vs. HAIBX commentary
Apr 04, 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: 235B vs. HAIBX (1.59B). 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 : 1.49 vs. HAIBX (-0.17). CLBFX return over 5 years is better than : 49.30 vs. HAIBX (25.87).
| 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 | -2.116 | -0.232 | 910% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 1.59B | 14,789% |
| Annual Yield % from dividends | 2.14 | 1.61 | 133% |
| Returns for 1 year | 1.49 | -0.17 | -858% |
| Returns for 3 years | 10.84 | -8.37 | -129% |
| Returns for 5 years | 49.30 | 25.87 | 191% |
| Returns for 10 years | 62.85 | 26.52 | 237% |