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CLBAX vs HADAX
CLBAX vs HADAX Comparison
Open Charts CLBAX vs HADAX
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Hartford Balanced HLS IA
Price$31.54
Change+$0.14 (+0.45%)
VolumeN/A
Net Assets1.65B
CLBAX vs HADAX Comparison Chart in %
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CLBAX vs. HADAX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 254B vs. HADAX (1.65B). CLBAX (1.84) and HADAX (1.79) have matching dividends . CLBAX was incepted earlier than HADAX: CLBAX (23 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 : 10.23 vs. HADAX (4.55). CLBAX return over 5 years is better than : 41.42 vs. HADAX (13.15).
| CLBAX | HADAX | CLBAX / HADAX | |
| Total Expense Ratio | 0.58 | 0.66 | 88% |
| Annual Report Gross Expense Ratio | 0.58 | 0.66 | 88% |
| Fund Existence | 23 years | 42 years | - |
| Gain YTD | 9.013 | 7.535 | 120% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 1.65B | 15,422% |
| Annual Yield % from dividends | 1.84 | 1.79 | 103% |
| Returns for 1 year | 10.23 | 4.55 | 225% |
| Returns for 3 years | 35.76 | 6.88 | 520% |
| Returns for 5 years | 41.42 | 13.15 | 315% |
| Returns for 10 years | 77.58 | 38.62 | 201% |
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