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CLBAX vs HADAX
CLBAX vs HADAX Comparison
Open Charts CLBAX vs HADAX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Hartford Balanced HLS IA
Price$28.92
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets1.63B
CLBAX vs HADAX Comparison Chart in %
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CLBAX vs. HADAX commentary
Sep 08, 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: 258B vs. HADAX (1.63B). HADAX pays higher dividends than CLBAX: HADAX (1.94) vs CLBAX (1.80). CLBAX was incepted earlier than HADAX: CLBAX (24 years) vs HADAX (42 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 : 9.95 vs. HADAX (-1.20). CLBAX return over 5 years is better than : 41.54 vs. HADAX (6.16).
| 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 | 42 years | - |
| Gain YTD | 11.362 | -1.219 | -932% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 1.63B | 15,857% |
| Annual Yield % from dividends | 1.80 | 1.94 | 93% |
| Returns for 1 year | 9.95 | -1.20 | -828% |
| Returns for 3 years | 40.92 | 14.69 | 279% |
| Returns for 5 years | 41.54 | 6.16 | 675% |
| Returns for 10 years | 88.47 | 32.43 | 273% |
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