Interact to see
Advertisement
Advertisement
CLBAX vs HADAX
CLBAX vs HADAX Comparison
Open Charts CLBAX vs HADAX
American Funds American Balanced 529A
Price$38.73
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Hartford Balanced HLS IA
Price$29.19
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets1.59B
CLBAX vs HADAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. HADAX commentary
Nov 20, 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: 263B vs. HADAX (1.59B). HADAX pays higher dividends than CLBAX: HADAX (1.89) vs CLBAX (1.73). CLBAX was incepted earlier than HADAX: CLBAX (24 years) vs HADAX (43 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 : 9.00 vs. HADAX (-2.86). CLBAX return over 5 years is better than : 40.59 vs. HADAX (1.51).
| CLBAX | HADAX | CLBAX / HADAX | |
| Total Expense Ratio | 0.58 | 0.66 | 88% |
| Annual Report Gross Expense Ratio | 0.58 | 0.66 | 88% |
| Fund Existence | 24 years | 43 years | - |
| Gain YTD | 14.067 | -0.604 | -2,330% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.59B | 16,530% |
| Annual Yield % from dividends | 1.73 | 1.89 | 92% |
| Returns for 1 year | 9.00 | -2.86 | -314% |
| Returns for 3 years | 41.73 | 14.03 | 297% |
| Returns for 5 years | 40.59 | 1.51 | 2,686% |
| Returns for 10 years | 83.31 | 28.63 | 291% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement