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CLBAX vs HADAX
CLBAX vs HADAX Comparison
Open Charts CLBAX vs HADAX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Hartford Balanced HLS IA
Price$31.41
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets1.63B
CLBAX vs HADAX Comparison Chart in %
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CLBAX vs. HADAX commentary
Aug 16, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. HADAX (1.63B). CLBAX (1.82) and HADAX (1.78) have matching dividends . CLBAX was incepted earlier than HADAX: CLBAX (24 years) vs HADAX (42 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 : 7.96 vs. HADAX (1.94). CLBAX return over 5 years is better than : 39.83 vs. HADAX (10.57).
| 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 | 42 years | - |
| Gain YTD | 9.747 | 7.296 | 134% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 1.63B | 15,686% |
| Annual Yield % from dividends | 1.82 | 1.78 | 103% |
| Returns for 1 year | 7.96 | 1.94 | 411% |
| Returns for 3 years | 30.56 | 1.17 | 2,616% |
| Returns for 5 years | 39.83 | 10.57 | 377% |
| Returns for 10 years | 78.78 | 37.87 | 208% |
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