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CLBCX vs HADAX
CLBCX vs HADAX Comparison
Open Charts CLBCX vs HADAX
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Hartford Balanced HLS IA
Price$28.92
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets1.63B
CLBCX vs HADAX Comparison Chart in %
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CLBCX vs. HADAX commentary
Sep 07, 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: 258B vs. HADAX (1.63B). HADAX pays higher dividends than CLBCX: HADAX (1.94) vs CLBCX (1.11). CLBCX was incepted earlier than HADAX: CLBCX (24 years) vs HADAX (42 years). CLBCX (1.35) is less costly to investors than HADAX (0.66). HADAX is a more actively managed with annual turnover of: 50.00 vs. CLBCX (44.00). 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 : 9.15 vs. HADAX (-1.20). CLBCX return over 5 years is better than : 36.30 vs. HADAX (6.16).
| CLBCX | HADAX | CLBCX / HADAX | |
| Total Expense Ratio | 1.35 | 0.66 | 205% |
| Annual Report Gross Expense Ratio | 1.35 | 0.66 | 205% |
| Fund Existence | 24 years | 42 years | - |
| Gain YTD | 10.785 | -1.219 | -885% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 1.63B | 15,857% |
| Annual Yield % from dividends | 1.11 | 1.94 | 57% |
| Returns for 1 year | 9.15 | -1.20 | -762% |
| Returns for 3 years | 37.75 | 14.69 | 257% |
| Returns for 5 years | 36.30 | 6.16 | 589% |
| Returns for 10 years | 74.80 | 32.43 | 231% |
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