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CLBFX vs HADAX
CLBFX vs HADAX Comparison
Open Charts CLBFX vs HADAX
American Funds American Balanced 529F
Price$38.47
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets262.75B
Hartford Balanced HLS IA
Price$29.15
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets1.62B
CLBFX vs HADAX Comparison Chart in %
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CLBFX vs. HADAX commentary
Oct 01, 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 Hold and HADAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. HADAX (1.62B). CLBFX (1.94) and HADAX (1.94) have matching dividends . CLBFX was incepted earlier than HADAX: CLBFX (23 years) vs HADAX (43 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 : 7.99 vs. HADAX (-3.10). CLBFX return over 5 years is better than : 45.78 vs. HADAX (7.21).
| 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 | 43 years | - |
| Gain YTD | 12.937 | -0.843 | -1,535% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.62B | 16,225% |
| Annual Yield % from dividends | 1.94 | 1.94 | 100% |
| Returns for 1 year | 7.99 | -3.10 | -258% |
| Returns for 3 years | 52.80 | 22.09 | 239% |
| Returns for 5 years | 45.78 | 7.21 | 635% |
| Returns for 10 years | 94.28 | 33.80 | 279% |
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