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HADAX vs RLBAX
HADAX vs RLBAX Comparison
Open Charts HADAX vs RLBAX
Hartford Balanced HLS IA
Price$28.56
Change+$1.41 (+5.19%)
VolumeN/A
Net Assets1.47B
American Funds American Balanced R1
Price$32.45
Change-$0.70 (-2.11%)
VolumeN/A
Net Assets228.54B
HADAX vs RLBAX Comparison Chart
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HADAX vs. RLBAX commentary
Apr 11, 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 HADAX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 229B vs. HADAX (1.47B). HADAX pays higher dividends than RLBAX: HADAX (1.90) vs RLBAX (1.27). HADAX was incepted earlier than RLBAX: HADAX (42 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than HADAX (0.66). RLBAX is a more actively managed with annual turnover of: 171.00 vs. HADAX (50.00). HADAX has a lower initial minimum investment than RLBAX: HADAX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : -4.32 vs. HADAX (-7.53). RLBAX return over 5 years is better than : 26.13 vs. HADAX (7.95).
| HADAX | RLBAX | HADAX / RLBAX | |
| Total Expense Ratio | 0.66 | 1.33 | 50% |
| Annual Report Gross Expense Ratio | 0.66 | 1.33 | 50% |
| Fund Existence | 42 years | 23 years | - |
| Gain YTD | -7.433 | -7.147 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 229B | 1% |
| Annual Yield % from dividends | 1.90 | 1.27 | 150% |
| Returns for 1 year | -7.53 | -4.32 | 175% |
| Returns for 3 years | -13.82 | 3.14 | -441% |
| Returns for 5 years | 7.95 | 26.13 | 30% |
| Returns for 10 years | 18.30 | 34.16 | 54% |