Interact to see
Advertisement
Advertisement
CLBFX vs HADAX
CLBFX vs HADAX Comparison
Open Charts CLBFX vs HADAX
American Funds American Balanced 529F
Price$38.22
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
Hartford Balanced HLS IA
Price$29.71
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.63B
CLBFX vs HADAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX 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 CLBFX is a Hold and HADAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. HADAX (1.63B). CLBFX pays higher dividends than HADAX: CLBFX (2.08) vs HADAX (1.78). 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 : 14.42 vs. HADAX (3.33). CLBFX return over 5 years is better than : 39.53 vs. HADAX (2.08).
| 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 | 2.357 | 1.469 | 160% |
| 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 | 2.08 | 1.78 | 117% |
| Returns for 1 year | 14.42 | 3.33 | 433% |
| Returns for 3 years | 38.39 | 15.97 | 240% |
| Returns for 5 years | 39.53 | 2.08 | 1,896% |
| Returns for 10 years | 105.76 | 42.83 | 247% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement