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CLBFX vs HADAX
CLBFX vs HADAX Comparison
Open Charts CLBFX vs HADAX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Hartford Balanced HLS IA
Price$29.46
Change-$0.36 (-1.21%)
VolumeN/A
Net Assets1.61B
CLBFX vs HADAX Comparison Chart in %
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CLBFX vs. HADAX commentary
Nov 15, 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 CLBFX is a Buy and HADAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. HADAX (1.61B). HADAX (1.89) and CLBFX (1.86) have matching dividends . CLBFX was incepted earlier than HADAX: CLBFX (23 years) vs HADAX (43 years). CLBFX (0.67) and HADAX (0.66) have similar cost to investors . HADAX is a more actively managed with annual turnover of: 50.00 vs. CLBFX (44.00). HADAX has a lower initial minimum investment than CLBFX: HADAX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 8.91 vs. HADAX (-2.77). CLBFX return over 5 years is better than : 42.56 vs. HADAX (2.60).
| CLBFX | HADAX | CLBFX / HADAX | |
| Total Expense Ratio | 0.67 | 0.66 | 102% |
| Annual Report Gross Expense Ratio | 0.67 | 0.66 | 102% |
| Fund Existence | 23 years | 43 years | - |
| Gain YTD | 14.974 | 0.626 | 2,392% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.61B | 16,667% |
| Annual Yield % from dividends | 1.86 | 1.89 | 99% |
| Returns for 1 year | 8.91 | -2.77 | -321% |
| Returns for 3 years | 44.01 | 16.05 | 274% |
| Returns for 5 years | 42.56 | 2.60 | 1,636% |
| Returns for 10 years | 90.28 | 31.81 | 284% |
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