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CLBCX vs HADAX
CLBCX vs HADAX Comparison
Open Charts CLBCX vs HADAX
American Funds American Balanced 529C
Price$33.45
Change+$1.62 (+5.09%)
VolumeN/A
Net Assets217.49B
Hartford Balanced HLS IA
Price$28.56
Change+$1.41 (+5.19%)
VolumeN/A
Net Assets1.47B
CLBCX vs HADAX Comparison Chart
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CLBCX 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 CLBCX is a Buy and HADAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 217B vs. HADAX (1.47B). HADAX pays higher dividends than CLBCX: HADAX (1.90) vs CLBCX (1.22). CLBCX was incepted earlier than HADAX: CLBCX (23 years) vs HADAX (42 years). CLBCX (1.37) is less costly to investors than HADAX (0.66). CLBCX is a more actively managed with annual turnover of: 171.00 vs. HADAX (50.00). HADAX has a lower initial minimum investment than CLBCX: HADAX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : -4.29 vs. HADAX (-7.53). CLBCX return over 5 years is better than : 26.95 vs. HADAX (7.95).
| CLBCX | HADAX | CLBCX / HADAX | |
| Total Expense Ratio | 1.37 | 0.66 | 208% |
| Annual Report Gross Expense Ratio | 1.37 | 0.66 | 208% |
| Fund Existence | 23 years | 42 years | - |
| Gain YTD | -7.141 | -7.433 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 1.47B | 14,772% |
| Annual Yield % from dividends | 1.22 | 1.90 | 64% |
| Returns for 1 year | -4.29 | -7.53 | 57% |
| Returns for 3 years | 3.74 | -13.82 | -27% |
| Returns for 5 years | 26.95 | 7.95 | 339% |
| Returns for 10 years | 40.09 | 18.30 | 219% |