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CLBAX vs HAIBX
CLBAX vs HAIBX Comparison
Open Charts CLBAX vs HAIBX
American Funds American Balanced 529A
Price$38.98
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Hartford Balanced HLS IB
Price$30.25
Change-$0.36 (-1.18%)
VolumeN/A
Net Assets1.61B
CLBAX vs HAIBX Comparison Chart in %
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CLBAX vs. HAIBX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. HAIBX (1.61B). CLBAX pays higher dividends than HAIBX: CLBAX (1.73) vs HAIBX (1.60). 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 : 9.96 vs. HAIBX (-1.68). CLBAX return over 5 years is better than : 43.13 vs. HAIBX (3.38).
| 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 | 16.246 | 1.841 | 883% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.61B | 16,667% |
| Annual Yield % from dividends | 1.73 | 1.60 | 108% |
| Returns for 1 year | 9.96 | -1.68 | -594% |
| Returns for 3 years | 44.29 | 16.27 | 272% |
| Returns for 5 years | 43.13 | 3.38 | 1,277% |
| Returns for 10 years | 90.70 | 32.81 | 276% |
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