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CLBAX vs HAIBX
CLBAX vs HAIBX Comparison
Open Charts CLBAX vs HAIBX
American Funds American Balanced 529A
Price$38.27
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
Hartford Balanced HLS IB
Price$30.05
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets1.59B
CLBAX vs HAIBX Comparison Chart in %
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CLBAX vs. HAIBX commentary
Feb 05, 2026
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 Hold and HAIBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. HAIBX (1.59B). CLBAX pays higher dividends than HAIBX: CLBAX (1.89) vs HAIBX (1.49). 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 : 11.35 vs. HAIBX (-1.61). CLBAX return over 5 years is better than : 37.40 vs. HAIBX (-1.54).
| 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 | 2.460 | -0.431 | -571% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.59B | 16,981% |
| Annual Yield % from dividends | 1.89 | 1.49 | 127% |
| Returns for 1 year | 11.35 | -1.61 | -703% |
| Returns for 3 years | 36.75 | 11.32 | 325% |
| Returns for 5 years | 37.40 | -1.54 | -2,424% |
| Returns for 10 years | 100.85 | 37.59 | 268% |
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