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CLBAX vs HADAX
CLBAX vs HADAX Comparison
Open Charts CLBAX vs HADAX
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Hartford Balanced HLS IA
Price$31.10
Change+$0.13 (+0.42%)
VolumeN/A
Net Assets1.64B
CLBAX vs HADAX Comparison Chart in %
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CLBAX vs. HADAX commentary
Jul 07, 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: 252B vs. HADAX (1.64B). 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 : 7.84 vs. HADAX (3.40). CLBAX return over 5 years is better than : 43.26 vs. HADAX (14.33).
| 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 | 8.073 | 6.035 | 134% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.64B | 15,403% |
| Annual Yield % from dividends | 1.84 | 1.79 | 103% |
| Returns for 1 year | 7.84 | 3.40 | 231% |
| Returns for 3 years | 36.14 | 7.20 | 502% |
| Returns for 5 years | 43.26 | 14.33 | 302% |
| Returns for 10 years | 77.55 | 37.44 | 207% |
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