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CLBAX vs HADAX
CLBAX vs HADAX Comparison
Open Charts CLBAX vs HADAX
American Funds American Balanced 529A
Price$34.83
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
Hartford Balanced HLS IA
Price$29.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.58B
CLBAX vs HADAX Comparison Chart
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CLBAX vs. HADAX commentary
May 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 Buy and HADAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 238B vs. HADAX (1.58B). 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 (0.58). 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 : 4.76 vs. HADAX (-0.58). CLBAX return over 5 years is better than : 39.81 vs. HADAX (12.58).
| 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 | 1.980 | 1.125 | 176% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 1.58B | 15,044% |
| Annual Yield % from dividends | 1.98 | 1.90 | 104% |
| Returns for 1 year | 4.76 | -0.58 | -823% |
| Returns for 3 years | 23.84 | -0.07 | -34,286% |
| Returns for 5 years | 39.81 | 12.58 | 316% |
| Returns for 10 years | 64.51 | 28.77 | 224% |