CLBCX
Price
$39.24
Change
+$0.27 (+0.69%)
Updated
Oct 20 closing price
Net Assets
265.62B
HAIBX
Price
$30.23
Change
+$0.19 (+0.63%)
Updated
Oct 20 closing price
Net Assets
1.62B
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CLBCX vs HAIBX

Header iconCLBCX vs HAIBX Comparison
Open Charts CLBCX vs HAIBXBanner chart's image
American Funds American Balanced 529C
Price$39.24
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets265.62B
Hartford Balanced HLS IB
Price$30.23
Change+$0.19 (+0.63%)
VolumeN/A
Net Assets1.62B
CLBCX vs HAIBX Comparison Chart in %
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CLBCX vs. HAIBX commentary
Oct 21, 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 CLBCX is a Buy and HAIBX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. HAIBX (1.62B). HAIBX pays higher dividends than CLBCX: HAIBX (1.63) vs CLBCX (1.06). CLBCX was incepted earlier than HAIBX: CLBCX (24 years) vs HAIBX (28 years). CLBCX (1.35) is less costly to investors than HAIBX (0.91). HAIBX is a more actively managed with annual turnover of: 50.00 vs. CLBCX (44.00). HAIBX has a lower initial minimum investment than CLBCX: HAIBX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 7.87 vs. HAIBX (-2.52). CLBCX return over 5 years is better than : 38.56 vs. HAIBX (4.55).
CLBCXHAIBXCLBCX / HAIBX
Total Expense Ratio1.350.91148%
Annual Report Gross Expense Ratio1.350.91148%
Fund Existence24 years28 years-
Gain YTD13.912-0.056-25,031%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets266B1.62B16,389%
Annual Yield % from dividends1.061.6365%
Returns for 1 year7.87-2.52-312%
Returns for 3 years47.8619.43246%
Returns for 5 years38.564.55848%
Returns for 10 years74.3429.66251%
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