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CLBFX vs HADAX
CLBFX vs HADAX Comparison
Open Charts CLBFX vs HADAX
American Funds American Balanced 529F
Price$39.14
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets267.37B
Hartford Balanced HLS IA
Price$29.44
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets1.63B
CLBFX vs HADAX Comparison Chart in %
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CLBFX vs. HADAX commentary
Oct 22, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 267B vs. HADAX (1.63B). HADAX (1.92) and CLBFX (1.89) 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 : 9.53 vs. HADAX (-2.65). CLBFX return over 5 years is better than : 47.53 vs. HADAX (6.19).
| 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 | 15.564 | -0.057 | -27,179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267B | 1.63B | 16,350% |
| Annual Yield % from dividends | 1.89 | 1.92 | 99% |
| Returns for 1 year | 9.53 | -2.65 | -360% |
| Returns for 3 years | 52.41 | 20.05 | 261% |
| Returns for 5 years | 47.53 | 6.19 | 768% |
| Returns for 10 years | 89.57 | 29.58 | 303% |
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