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CLBAX vs HADAX
CLBAX vs HADAX Comparison
Open Charts CLBAX vs HADAX
American Funds American Balanced 529A
Price$38.98
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Hartford Balanced HLS IA
Price$29.46
Change-$0.36 (-1.21%)
VolumeN/A
Net Assets1.61B
CLBAX vs HADAX Comparison Chart in %
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CLBAX vs. HADAX commentary
Nov 14, 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 CLBAX is a Buy and HADAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. HADAX (1.61B). HADAX pays higher dividends than CLBAX: HADAX (1.89) vs CLBAX (1.73). CLBAX was incepted earlier than HADAX: CLBAX (24 years) vs HADAX (43 years). HADAX (0.66) is less costly to investors than CLBAX (0.58). HADAX is a more actively managed with annual turnover of: 50.00 vs. CLBAX (44.00). HADAX has a lower initial minimum investment than CLBAX: HADAX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 8.74 vs. HADAX (-2.77). CLBAX return over 5 years is better than : 41.36 vs. HADAX (2.60).
| CLBAX | HADAX | CLBAX / HADAX | |
| Total Expense Ratio | 0.58 | 0.66 | 88% |
| Annual Report Gross Expense Ratio | 0.58 | 0.66 | 88% |
| Fund Existence | 24 years | 43 years | - |
| Gain YTD | 14.803 | 0.626 | 2,365% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.61B | 16,667% |
| Annual Yield % from dividends | 1.73 | 1.89 | 92% |
| Returns for 1 year | 8.74 | -2.77 | -315% |
| Returns for 3 years | 43.29 | 16.05 | 270% |
| Returns for 5 years | 41.36 | 2.60 | 1,589% |
| Returns for 10 years | 86.58 | 31.81 | 272% |
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