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CLBCX vs HADAX
CLBCX vs HADAX Comparison
Open Charts CLBCX vs HADAX
American Funds American Balanced 529C
Price$38.75
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Hartford Balanced HLS IA
Price$29.19
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets1.59B
CLBCX vs HADAX Comparison Chart in %
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CLBCX vs. HADAX commentary
Nov 20, 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: 263B vs. HADAX (1.59B). HADAX pays higher dividends than CLBCX: HADAX (1.89) vs CLBCX (1.04). 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 : 8.18 vs. HADAX (-2.86). CLBCX return over 5 years is better than : 35.38 vs. HADAX (1.51).
| 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 | 13.269 | -0.604 | -2,198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.59B | 16,530% |
| Annual Yield % from dividends | 1.04 | 1.89 | 55% |
| Returns for 1 year | 8.18 | -2.86 | -286% |
| Returns for 3 years | 38.51 | 14.03 | 274% |
| Returns for 5 years | 35.38 | 1.51 | 2,342% |
| Returns for 10 years | 70.03 | 28.63 | 245% |