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CLBAX vs HAIBX
CLBAX vs HAIBX Comparison
Open Charts CLBAX vs HAIBX
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Hartford Balanced HLS IB
Price$32.33
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets1.65B
CLBAX vs HAIBX Comparison Chart in %
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CLBAX vs. HAIBX commentary
Jul 27, 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: 254B vs. HAIBX (1.65B). CLBAX pays higher dividends than HAIBX: CLBAX (1.84) vs HAIBX (1.51). CLBAX was incepted earlier than HAIBX: CLBAX (23 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 : 10.23 vs. HAIBX (4.47). CLBAX return over 5 years is better than : 41.42 vs. HAIBX (12.49).
| CLBAX | HAIBX | CLBAX / HAIBX | |
| Total Expense Ratio | 0.58 | 0.91 | 64% |
| Annual Report Gross Expense Ratio | 0.58 | 0.91 | 64% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 9.013 | 7.373 | 122% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 1.65B | 15,422% |
| Annual Yield % from dividends | 1.84 | 1.51 | 122% |
| Returns for 1 year | 10.23 | 4.47 | 229% |
| Returns for 3 years | 35.76 | 6.57 | 544% |
| Returns for 5 years | 41.42 | 12.49 | 332% |
| Returns for 10 years | 77.58 | 36.36 | 213% |
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