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CLBFX vs HADAX
CLBFX vs HADAX Comparison
Open Charts CLBFX vs HADAX
American Funds American Balanced 529F
Price$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
Hartford Balanced HLS IA
Price$29.19
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets1.59B
CLBFX vs HADAX Comparison Chart in %
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CLBFX vs. HADAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. HADAX (1.59B). HADAX (1.89) and CLBFX (1.86) 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 : 9.14 vs. HADAX (-2.86). CLBFX return over 5 years is better than : 41.70 vs. HADAX (1.51).
| 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 | 14.206 | -0.604 | -2,353% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.59B | 16,530% |
| Annual Yield % from dividends | 1.86 | 1.89 | 99% |
| Returns for 1 year | 9.14 | -2.86 | -319% |
| Returns for 3 years | 42.41 | 14.03 | 302% |
| Returns for 5 years | 41.70 | 1.51 | 2,760% |
| Returns for 10 years | 86.89 | 28.63 | 303% |
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