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CLBFX vs HADAX
CLBFX vs HADAX Comparison
Open Charts CLBFX vs HADAX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Hartford Balanced HLS IA
Price$31.54
Change+$0.14 (+0.45%)
VolumeN/A
Net Assets1.65B
CLBFX vs HADAX Comparison Chart in %
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CLBFX vs. HADAX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. HADAX (1.65B). CLBFX pays higher dividends than HADAX: CLBFX (1.99) vs HADAX (1.79). CLBFX was incepted earlier than HADAX: CLBFX (23 years) vs HADAX (42 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 : 10.40 vs. HADAX (4.55). CLBFX return over 5 years is better than : 42.59 vs. HADAX (13.15).
| 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 | 42 years | - |
| Gain YTD | 9.111 | 7.535 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 1.65B | 15,422% |
| Annual Yield % from dividends | 1.99 | 1.79 | 111% |
| Returns for 1 year | 10.40 | 4.55 | 228% |
| Returns for 3 years | 36.42 | 6.88 | 530% |
| Returns for 5 years | 42.59 | 13.15 | 324% |
| Returns for 10 years | 81.10 | 38.62 | 210% |