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CLBFX vs HADAX
CLBFX vs HADAX Comparison
Open Charts CLBFX vs HADAX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Hartford Balanced HLS IA
Price$30.21
Change-$0.30 (-0.98%)
VolumeN/A
Net Assets1.6B
CLBFX vs HADAX Comparison Chart
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CLBFX vs. HADAX commentary
Jun 15, 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: 244B vs. HADAX (1.6B). CLBFX pays higher dividends than HADAX: CLBFX (2.07) vs HADAX (1.85). 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 : 5.44 vs. HADAX (1.47). CLBFX return over 5 years is better than : 41.30 vs. HADAX (12.54).
| 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 | 4.519 | 3.000 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.6B | 15,260% |
| Annual Yield % from dividends | 2.07 | 1.85 | 112% |
| Returns for 1 year | 5.44 | 1.47 | 371% |
| Returns for 3 years | 34.29 | 7.21 | 476% |
| Returns for 5 years | 41.30 | 12.54 | 329% |
| Returns for 10 years | 73.68 | 32.06 | 230% |
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