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CLBCX vs HADAX
CLBCX vs HADAX Comparison
Open Charts CLBCX vs HADAX
American Funds American Balanced 529C
Price$38.59
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
CLBCX vs HADAX Comparison Chart in %
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CLBCX 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 CLBCX is a Hold and HADAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. HADAX (1.62B). HADAX pays higher dividends than CLBCX: HADAX (1.94) vs CLBCX (1.11). CLBCX was incepted earlier than HADAX: CLBCX (24 years) vs HADAX (43 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 : 7.25 vs. HADAX (-3.10). CLBCX return over 5 years is better than : 39.59 vs. HADAX (7.21).
| 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 | 43 years | - |
| Gain YTD | 12.421 | -0.843 | -1,474% |
| Front Load | N/A | 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 | 1.11 | 1.94 | 57% |
| Returns for 1 year | 7.25 | -3.10 | -234% |
| Returns for 3 years | 48.98 | 22.09 | 222% |
| Returns for 5 years | 39.59 | 7.21 | 549% |
| Returns for 10 years | 77.11 | 33.80 | 228% |
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