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CLBCX vs HADAX
CLBCX vs HADAX Comparison
Open Charts CLBCX vs HADAX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Hartford Balanced HLS IA
Price$30.21
Change-$0.30 (-0.98%)
VolumeN/A
Net Assets1.6B
CLBCX vs HADAX Comparison Chart
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CLBCX vs. HADAX commentary
Jun 15, 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: 244B vs. HADAX (1.6B). HADAX pays higher dividends than CLBCX: HADAX (1.85) vs CLBCX (1.18). 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 : 4.49 vs. HADAX (1.47). CLBCX return over 5 years is better than : 34.93 vs. HADAX (12.54).
| 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 | 4.067 | 3.000 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.6B | 15,260% |
| Annual Yield % from dividends | 1.18 | 1.85 | 64% |
| Returns for 1 year | 4.49 | 1.47 | 307% |
| Returns for 3 years | 30.63 | 7.21 | 425% |
| Returns for 5 years | 34.93 | 12.54 | 278% |
| Returns for 10 years | 57.89 | 32.06 | 181% |
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