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CLBFX vs HADAX
CLBFX vs HADAX Comparison
Open Charts CLBFX vs HADAX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Hartford Balanced HLS IA
Price$31.41
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets1.63B
CLBFX vs HADAX Comparison Chart in %
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CLBFX vs. HADAX commentary
Aug 16, 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: 256B vs. HADAX (1.63B). CLBFX pays higher dividends than HADAX: CLBFX (1.97) vs HADAX (1.78). 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 : 8.11 vs. HADAX (1.94). CLBFX return over 5 years is better than : 40.98 vs. HADAX (10.57).
| 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 | 9.847 | 7.296 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 1.63B | 15,686% |
| Annual Yield % from dividends | 1.97 | 1.78 | 111% |
| Returns for 1 year | 8.11 | 1.94 | 419% |
| Returns for 3 years | 31.15 | 1.17 | 2,666% |
| Returns for 5 years | 40.98 | 10.57 | 388% |
| Returns for 10 years | 82.32 | 37.87 | 217% |
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