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CLBAX vs HADAX
CLBAX vs HADAX Comparison
Open Charts CLBAX vs HADAX
American Funds American Balanced 529A
Price$39.19
Change+$0.26 (+0.67%)
VolumeN/A
Net Assets267.37B
Hartford Balanced HLS IA
Price$29.44
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets1.63B
CLBAX vs HADAX Comparison Chart in %
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CLBAX vs. HADAX commentary
Oct 22, 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 HADAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 267B vs. HADAX (1.63B). HADAX pays higher dividends than CLBAX: HADAX (1.92) vs CLBAX (1.76). CLBAX was incepted earlier than HADAX: CLBAX (24 years) vs HADAX (43 years). HADAX (0.66) is less costly to investors than CLBAX (0.58). HADAX is a more actively managed with annual turnover of: 50.00 vs. CLBAX (44.00). HADAX has a lower initial minimum investment than CLBAX: HADAX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 9.39 vs. HADAX (-2.65). CLBAX return over 5 years is better than : 46.31 vs. HADAX (6.19).
| CLBAX | HADAX | CLBAX / HADAX | |
| Total Expense Ratio | 0.58 | 0.66 | 88% |
| Annual Report Gross Expense Ratio | 0.58 | 0.66 | 88% |
| Fund Existence | 24 years | 43 years | - |
| Gain YTD | 15.421 | -0.057 | -26,929% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267B | 1.63B | 16,350% |
| Annual Yield % from dividends | 1.76 | 1.92 | 92% |
| Returns for 1 year | 9.39 | -2.65 | -355% |
| Returns for 3 years | 51.73 | 20.05 | 258% |
| Returns for 5 years | 46.31 | 6.19 | 748% |
| Returns for 10 years | 85.93 | 29.58 | 291% |
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