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CLBAX vs HADAX
CLBAX vs HADAX Comparison
Open Charts CLBAX vs HADAX
American Funds American Balanced 529A
Price$36.55
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
Hartford Balanced HLS IA
Price$30.93
Change-$0.02 (-0.06%)
VolumeN/A
CapitalizationN/A
CLBAX vs HADAX Comparison Chart
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CLBAX vs. HADAX commentary
Nov 14, 2024
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 StrongBuy and HADAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 240B vs. HADAX (1.72B). 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 : 24.74 vs. HADAX (16.89). CLBAX return over 5 years is better than : 40.35 vs. HADAX (12.81).
| 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 | 15.741 | 7.730 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 1.72B | 13,929% |
| Annual Yield % from dividends | 2.23 | 1.70 | 131% |
| Returns for 1 year | 24.74 | 16.89 | 146% |
| Returns for 3 years | 13.53 | -9.03 | -150% |
| Returns for 5 years | 40.35 | 12.81 | 315% |
| Returns for 10 years | 66.18 | 37.52 | 176% |
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