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CLBCX vs HADAX
CLBCX vs HADAX Comparison
Open Charts CLBCX vs HADAX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Hartford Balanced HLS IA
Price$31.10
Change+$0.13 (+0.42%)
VolumeN/A
Net Assets1.64B
CLBCX vs HADAX Comparison Chart in %
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CLBCX vs. HADAX commentary
Jul 06, 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: 252B vs. HADAX (1.64B). HADAX pays higher dividends than CLBCX: HADAX (1.79) vs CLBCX (1.13). CLBCX was incepted earlier than HADAX: CLBCX (23 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 : 7.04 vs. HADAX (3.40). CLBCX return over 5 years is better than : 37.95 vs. HADAX (14.33).
| CLBCX | HADAX | CLBCX / HADAX | |
| Total Expense Ratio | 1.35 | 0.66 | 205% |
| Annual Report Gross Expense Ratio | 1.35 | 0.66 | 205% |
| Fund Existence | 23 years | 42 years | - |
| Gain YTD | 7.660 | 6.035 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.64B | 15,403% |
| Annual Yield % from dividends | 1.13 | 1.79 | 63% |
| Returns for 1 year | 7.04 | 3.40 | 207% |
| Returns for 3 years | 33.08 | 7.20 | 459% |
| Returns for 5 years | 37.95 | 14.33 | 265% |
| Returns for 10 years | 64.69 | 37.44 | 173% |
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