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CLBCX vs HADAX
CLBCX vs HADAX Comparison
Open Charts CLBCX vs HADAX
American Funds American Balanced 529C
Price$38.33
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
Hartford Balanced HLS IA
Price$29.71
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.63B
CLBCX vs HADAX Comparison Chart in %
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CLBCX vs. HADAX commentary
Jan 16, 2026
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 CLBCX is a Hold and HADAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. HADAX (1.63B). HADAX pays higher dividends than CLBCX: HADAX (1.78) vs CLBCX (1.21). CLBCX was incepted earlier than HADAX: CLBCX (24 years) vs HADAX (43 years). CLBCX (1.35) is less costly to investors than HADAX (0.66). HADAX is a more actively managed with annual turnover of: 50.00 vs. CLBCX (44.00). HADAX has a lower initial minimum investment than CLBCX: HADAX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 13.39 vs. HADAX (3.33). CLBCX return over 5 years is better than : 33.30 vs. HADAX (2.08).
| CLBCX | HADAX | CLBCX / HADAX | |
| Total Expense Ratio | 1.35 | 0.66 | 205% |
| Annual Report Gross Expense Ratio | 1.35 | 0.66 | 205% |
| Fund Existence | 24 years | 43 years | - |
| Gain YTD | 2.295 | 1.469 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.63B | 16,554% |
| Annual Yield % from dividends | 1.21 | 1.78 | 68% |
| Returns for 1 year | 13.39 | 3.33 | 402% |
| Returns for 3 years | 34.64 | 15.97 | 217% |
| Returns for 5 years | 33.30 | 2.08 | 1,597% |
| Returns for 10 years | 87.18 | 42.83 | 204% |
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