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CLBFX vs HADAX
CLBFX vs HADAX Comparison
Open Charts CLBFX vs HADAX
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
Hartford Balanced HLS IA
Price$30.11
Change-$0.68 (-2.21%)
VolumeN/A
CapitalizationN/A
CLBFX vs HADAX Comparison Chart
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CLBFX vs. HADAX commentary
Dec 19, 2024
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 StrongBuy and HADAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. HADAX (1.69B). CLBFX pays higher dividends than HADAX: CLBFX (2.39) vs HADAX (1.70). CLBFX was incepted earlier than HADAX: CLBFX (22 years) vs HADAX (42 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. HADAX (57.00). 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 : 12.67 vs. HADAX (8.30). CLBFX return over 5 years is better than : 35.48 vs. HADAX (9.22).
| CLBFX | HADAX | CLBFX / HADAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 42 years | - |
| Gain YTD | 11.647 | 7.173 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 1.69B | 14,252% |
| Annual Yield % from dividends | 2.39 | 1.70 | 141% |
| Returns for 1 year | 12.67 | 8.30 | 153% |
| Returns for 3 years | 13.69 | -8.58 | -160% |
| Returns for 5 years | 35.48 | 9.22 | 385% |
| Returns for 10 years | 61.86 | 34.49 | 179% |
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