Interact to see
Advertisement
Advertisement
CLBAX vs HADAX
CLBAX vs HADAX Comparison
Open Charts CLBAX vs HADAX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.62B
Hartford Balanced HLS IA
Price$29.26
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets1.62B
CLBAX vs HADAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. HADAX commentary
Oct 20, 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: 266B vs. HADAX (1.62B). HADAX pays higher dividends than CLBAX: HADAX (1.92) vs CLBAX (1.76). 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 : 8.72 vs. HADAX (-2.49). CLBAX return over 5 years is better than : 43.96 vs. HADAX (5.03).
| 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 | 14.656 | -0.057 | -25,592% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1.62B | 16,389% |
| Annual Yield % from dividends | 1.76 | 1.92 | 92% |
| Returns for 1 year | 8.72 | -2.49 | -351% |
| Returns for 3 years | 51.33 | 19.81 | 259% |
| Returns for 5 years | 43.96 | 5.03 | 873% |
| Returns for 10 years | 88.01 | 31.55 | 279% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement