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CLBFX vs HAIBX
CLBFX vs HAIBX Comparison
Open Charts CLBFX vs HAIBX
American Funds American Balanced 529F
Price$36.94
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets253.12B
Hartford Balanced HLS IB
Price$32.00
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets1.62B
CLBFX vs HAIBX Comparison Chart in %
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CLBFX vs. HAIBX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 253B vs. HAIBX (1.62B). CLBFX pays higher dividends than HAIBX: CLBFX (1.97) vs HAIBX (1.50). CLBFX was incepted earlier than HAIBX: CLBFX (23 years) vs HAIBX (27 years). HAIBX (0.91) is less costly to investors than CLBFX (0.67). HAIBX is a more actively managed with annual turnover of: 50.00 vs. CLBFX (44.00). 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 : 10.98 vs. HAIBX (4.42). CLBFX return over 5 years is better than : 39.59 vs. HAIBX (9.25).
| CLBFX | HAIBX | CLBFX / HAIBX | |
| Total Expense Ratio | 0.67 | 0.91 | 74% |
| Annual Report Gross Expense Ratio | 0.67 | 0.91 | 74% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 8.728 | 6.476 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 1.62B | 15,588% |
| Annual Yield % from dividends | 1.97 | 1.50 | 132% |
| Returns for 1 year | 10.98 | 4.42 | 248% |
| Returns for 3 years | 32.87 | 2.90 | 1,133% |
| Returns for 5 years | 39.59 | 9.25 | 428% |
| Returns for 10 years | 80.83 | 35.22 | 229% |
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