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CLBAX vs HAIBX
CLBAX vs HAIBX Comparison
Open Charts CLBAX vs HAIBX
American Funds American Balanced 529A
Price$38.43
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Hartford Balanced HLS IB
Price$29.81
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets1.62B
CLBAX vs HAIBX Comparison Chart in %
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CLBAX vs. HAIBX commentary
Sep 29, 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 Hold and HAIBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. HAIBX (1.62B). CLBAX pays higher dividends than HAIBX: CLBAX (1.80) vs HAIBX (1.64). 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 : 7.82 vs. HAIBX (-2.96). CLBAX return over 5 years is better than : 45.97 vs. HAIBX (8.35).
| 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 | 12.860 | -0.821 | -1,567% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.62B | 16,225% |
| Annual Yield % from dividends | 1.80 | 1.64 | 109% |
| Returns for 1 year | 7.82 | -2.96 | -264% |
| Returns for 3 years | 51.69 | 21.51 | 240% |
| Returns for 5 years | 45.97 | 8.35 | 550% |
| Returns for 10 years | 95.16 | 35.02 | 272% |
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