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CLBFX vs HADAX
CLBFX vs HADAX Comparison
Open Charts CLBFX vs HADAX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Hartford Balanced HLS IA
Price$31.10
Change+$0.13 (+0.42%)
VolumeN/A
Net Assets1.64B
CLBFX vs HADAX Comparison Chart in %
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CLBFX vs. HADAX commentary
Jul 06, 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: 252B vs. HADAX (1.64B). CLBFX pays higher dividends than HADAX: CLBFX (1.99) vs HADAX (1.79). 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 : 8.02 vs. HADAX (3.40). CLBFX return over 5 years is better than : 44.49 vs. HADAX (14.33).
| 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 | 8.169 | 6.035 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.64B | 15,403% |
| Annual Yield % from dividends | 1.99 | 1.79 | 111% |
| Returns for 1 year | 8.02 | 3.40 | 236% |
| Returns for 3 years | 36.80 | 7.20 | 511% |
| Returns for 5 years | 44.49 | 14.33 | 310% |
| Returns for 10 years | 81.14 | 37.44 | 217% |
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