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CLBCX vs HADAX
CLBCX vs HADAX Comparison
Open Charts CLBCX vs HADAX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Hartford Balanced HLS IA
Price$29.97
Change-$0.36 (-1.19%)
VolumeN/A
Net Assets1.65B
CLBCX vs HADAX Comparison Chart
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CLBCX vs. HADAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 242B vs. HADAX (1.65B). HADAX pays higher dividends than CLBCX: HADAX (1.70) vs CLBCX (1.52). CLBCX was incepted earlier than HADAX: CLBCX (23 years) vs HADAX (42 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. HADAX (57.00). 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 : 8.39 vs. HADAX (3.70). CLBCX return over 5 years is better than : 26.92 vs. HADAX (4.55).
| CLBCX | HADAX | CLBCX / HADAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 42 years | - |
| Gain YTD | 2.768 | 2.182 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 1.65B | 14,649% |
| Annual Yield % from dividends | 1.52 | 1.70 | 90% |
| Returns for 1 year | 8.39 | 3.70 | 227% |
| Returns for 3 years | 16.44 | -4.41 | -373% |
| Returns for 5 years | 26.92 | 4.55 | 591% |
| Returns for 10 years | 53.37 | 30.92 | 173% |
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