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CLBFX vs HADAX
CLBFX vs HADAX Comparison
Open Charts CLBFX vs HADAX
American Funds American Balanced 529F
Price$33.35
Change+$1.62 (+5.11%)
VolumeN/A
Net Assets217.49B
Hartford Balanced HLS IA
Price$28.56
Change+$1.41 (+5.19%)
VolumeN/A
Net Assets1.47B
CLBFX vs HADAX Comparison Chart
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CLBFX vs. HADAX commentary
Apr 11, 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: 217B vs. HADAX (1.47B). CLBFX pays higher dividends than HADAX: CLBFX (2.14) vs HADAX (1.90). CLBFX was incepted earlier than HADAX: CLBFX (23 years) vs HADAX (42 years). CLBFX (0.68) and HADAX (0.66) have similar cost to investors . CLBFX is a more actively managed with annual turnover of: 171.00 vs. HADAX (50.00). 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 : -3.46 vs. HADAX (-7.53). CLBFX return over 5 years is better than : 32.93 vs. HADAX (7.95).
| CLBFX | HADAX | CLBFX / HADAX | |
| Total Expense Ratio | 0.68 | 0.66 | 103% |
| Annual Report Gross Expense Ratio | 0.68 | 0.66 | 103% |
| Fund Existence | 23 years | 42 years | - |
| Gain YTD | -6.926 | -7.433 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 1.47B | 14,772% |
| Annual Yield % from dividends | 2.14 | 1.90 | 113% |
| Returns for 1 year | -3.46 | -7.53 | 46% |
| Returns for 3 years | 6.59 | -13.82 | -48% |
| Returns for 5 years | 32.93 | 7.95 | 414% |
| Returns for 10 years | 54.04 | 18.30 | 295% |