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CLBAX vs HADAX
CLBAX vs HADAX Comparison
Open Charts CLBAX vs HADAX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Hartford Balanced HLS IA
Price$30.21
Change-$0.30 (-0.98%)
VolumeN/A
Net Assets1.6B
CLBAX vs HADAX Comparison Chart
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CLBAX vs. HADAX commentary
Jun 15, 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: 244B vs. HADAX (1.6B). CLBAX (1.91) and HADAX (1.85) have matching dividends . CLBAX was incepted earlier than HADAX: CLBAX (23 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 : 5.26 vs. HADAX (1.47). CLBAX return over 5 years is better than : 40.12 vs. HADAX (12.54).
| CLBAX | HADAX | CLBAX / HADAX | |
| Total Expense Ratio | 0.58 | 0.66 | 88% |
| Annual Report Gross Expense Ratio | 0.58 | 0.66 | 88% |
| Fund Existence | 23 years | 42 years | - |
| Gain YTD | 4.431 | 3.000 | 148% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.6B | 15,260% |
| Annual Yield % from dividends | 1.91 | 1.85 | 103% |
| Returns for 1 year | 5.26 | 1.47 | 359% |
| Returns for 3 years | 33.60 | 7.21 | 466% |
| Returns for 5 years | 40.12 | 12.54 | 320% |
| Returns for 10 years | 70.29 | 32.06 | 219% |
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