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CLBAX vs HADAX
CLBAX vs HADAX Comparison
Open Charts CLBAX vs HADAX
American Funds American Balanced 529A
Price$38.53
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets262.75B
Hartford Balanced HLS IA
Price$29.15
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets1.62B
CLBAX vs HADAX Comparison Chart in %
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CLBAX vs. HADAX commentary
Oct 01, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. HADAX (1.62B). HADAX pays higher dividends than CLBAX: HADAX (1.94) vs CLBAX (1.80). 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 : 7.88 vs. HADAX (-3.10). CLBAX return over 5 years is better than : 44.65 vs. HADAX (7.21).
| 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 | 12.860 | -0.843 | -1,526% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.62B | 16,225% |
| Annual Yield % from dividends | 1.80 | 1.94 | 93% |
| Returns for 1 year | 7.88 | -3.10 | -254% |
| Returns for 3 years | 52.14 | 22.09 | 236% |
| Returns for 5 years | 44.65 | 7.21 | 619% |
| Returns for 10 years | 90.65 | 33.80 | 268% |
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