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CLBAX vs HAIBX
CLBAX vs HAIBX Comparison
Open Charts CLBAX vs HAIBX
American Funds American Balanced 529A
Price$37.56
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
Hartford Balanced HLS IB
Price$30.38
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets1.63B
CLBAX vs HAIBX Comparison Chart in %
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CLBAX vs. HAIBX commentary
Dec 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 CLBAX is a StrongBuy and HAIBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. HAIBX (1.63B). CLBAX pays higher dividends than HAIBX: CLBAX (1.70) vs HAIBX (1.59). CLBAX was incepted earlier than HAIBX: CLBAX (24 years) vs HAIBX (28 years). HAIBX (0.91) is less costly to investors than CLBAX (0.58). HAIBX is a more actively managed with annual turnover of: 50.00 vs. CLBAX (44.00). HAIBX has a lower initial minimum investment than CLBAX: HAIBX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 9.19 vs. HAIBX (-0.12). CLBAX return over 5 years is better than : 36.41 vs. HAIBX (0.96).
| CLBAX | HAIBX | CLBAX / HAIBX | |
| Total Expense Ratio | 0.58 | 0.91 | 64% |
| Annual Report Gross Expense Ratio | 0.58 | 0.91 | 64% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 10.621 | 1.076 | 987% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.63B | 16,483% |
| Annual Yield % from dividends | 1.70 | 1.59 | 107% |
| Returns for 1 year | 9.19 | -0.12 | -7,747% |
| Returns for 3 years | 37.64 | 16.70 | 225% |
| Returns for 5 years | 36.41 | 0.96 | 3,808% |
| Returns for 10 years | 85.38 | 30.35 | 281% |
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