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CLBAX vs HADAX
CLBAX vs HADAX Comparison
Open Charts CLBAX vs HADAX
American Funds American Balanced 529A
Price$35.25
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Hartford Balanced HLS IA
Price$29.97
Change-$0.36 (-1.19%)
VolumeN/A
Net Assets1.65B
CLBAX vs HADAX Comparison Chart
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CLBAX vs. HADAX commentary
Feb 23, 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 HADAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 242B vs. HADAX (1.65B). CLBAX pays higher dividends than HADAX: CLBAX (2.23) vs HADAX (1.70). CLBAX was incepted earlier than HADAX: CLBAX (23 years) vs HADAX (42 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. HADAX (57.00). 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 : 9.22 vs. HADAX (3.70). CLBAX return over 5 years is better than : 31.74 vs. HADAX (4.55).
| CLBAX | HADAX | CLBAX / HADAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 42 years | - |
| Gain YTD | 2.890 | 2.182 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 1.65B | 14,649% |
| Annual Yield % from dividends | 2.23 | 1.70 | 131% |
| Returns for 1 year | 9.22 | 3.70 | 249% |
| Returns for 3 years | 19.12 | -4.41 | -434% |
| Returns for 5 years | 31.74 | 4.55 | 697% |
| Returns for 10 years | 65.36 | 30.92 | 211% |