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CLBAX vs HAIBX
CLBAX vs HAIBX Comparison
Open Charts CLBAX vs HAIBX
American Funds American Balanced 529A
Price$37.22
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.61B
Hartford Balanced HLS IB
Price$32.11
Change-$0.08 (-0.25%)
VolumeN/A
Net Assets1.62B
CLBAX vs HAIBX Comparison Chart in %
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CLBAX vs. HAIBX commentary
Aug 20, 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 Buy and HAIBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. HAIBX (1.62B). CLBAX pays higher dividends than HAIBX: CLBAX (1.82) vs HAIBX (1.50). CLBAX was incepted earlier than HAIBX: CLBAX (24 years) vs HAIBX (27 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 : 6.80 vs. HAIBX (0.59). CLBAX return over 5 years is better than : 39.36 vs. HAIBX (9.63).
| 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 | 27 years | - |
| Gain YTD | 9.306 | 6.642 | 140% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 1.62B | 15,783% |
| Annual Yield % from dividends | 1.82 | 1.50 | 122% |
| Returns for 1 year | 6.80 | 0.59 | 1,152% |
| Returns for 3 years | 31.60 | 1.79 | 1,769% |
| Returns for 5 years | 39.36 | 9.63 | 409% |
| Returns for 10 years | 84.68 | 40.42 | 210% |
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