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CLBFX vs HADAX
CLBFX vs HADAX Comparison
Open Charts CLBFX vs HADAX
American Funds American Balanced 529F
Price$34.79
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
Hartford Balanced HLS IA
Price$29.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.58B
CLBFX vs HADAX Comparison Chart
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CLBFX vs. HADAX commentary
May 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 CLBFX is a Buy and HADAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 238B vs. HADAX (1.58B). CLBFX pays higher dividends than HADAX: CLBFX (2.15) vs HADAX (1.90). CLBFX was incepted earlier than HADAX: CLBFX (23 years) vs HADAX (42 years). CLBFX (0.67) and HADAX (0.66) have similar cost to investors . HADAX is a more actively managed with annual turnover of: 50.00 vs. CLBFX (44.00). HADAX has a lower initial minimum investment than CLBFX: HADAX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 4.91 vs. HADAX (-0.58). CLBFX return over 5 years is better than : 41.02 vs. HADAX (12.58).
| CLBFX | HADAX | CLBFX / HADAX | |
| Total Expense Ratio | 0.67 | 0.66 | 102% |
| Annual Report Gross Expense Ratio | 0.67 | 0.66 | 102% |
| Fund Existence | 23 years | 42 years | - |
| Gain YTD | 2.050 | 1.125 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 1.58B | 15,044% |
| Annual Yield % from dividends | 2.15 | 1.90 | 113% |
| Returns for 1 year | 4.91 | -0.58 | -848% |
| Returns for 3 years | 24.46 | -0.07 | -35,178% |
| Returns for 5 years | 41.02 | 12.58 | 326% |
| Returns for 10 years | 67.75 | 28.77 | 235% |
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