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CLBAX vs HADAX
CLBAX vs HADAX Comparison
Open Charts CLBAX vs HADAX
American Funds American Balanced 529A
Price$33.40
Change+$1.62 (+5.10%)
VolumeN/A
Net Assets219.52B
Hartford Balanced HLS IA
Price$28.56
Change+$1.41 (+5.19%)
VolumeN/A
Net Assets1.47B
CLBAX vs HADAX Comparison Chart
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CLBAX vs. HADAX commentary
Apr 11, 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: 220B vs. HADAX (1.47B). CLBAX (1.98) and HADAX (1.90) 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 (0.60). CLBAX is a more actively managed with annual turnover of: 171.00 vs. HADAX (50.00). 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 : -3.59 vs. HADAX (-7.53). CLBAX return over 5 years is better than : 31.84 vs. HADAX (7.95).
| CLBAX | HADAX | CLBAX / HADAX | |
| Total Expense Ratio | 0.60 | 0.66 | 91% |
| Annual Report Gross Expense Ratio | 0.60 | 0.66 | 91% |
| Fund Existence | 23 years | 42 years | - |
| Gain YTD | -6.950 | -7.433 | 94% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220B | 1.47B | 14,976% |
| Annual Yield % from dividends | 1.98 | 1.90 | 104% |
| Returns for 1 year | -3.59 | -7.53 | 48% |
| Returns for 3 years | 6.11 | -13.82 | -44% |
| Returns for 5 years | 31.84 | 7.95 | 400% |
| Returns for 10 years | 51.06 | 18.30 | 279% |