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CLBAX vs HDOGX
CLBAX vs HDOGX Comparison
Open Charts CLBAX vs HDOGX
American Funds American Balanced 529A
Price$35.32
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
Hennessy Total Return Investor
Price$13.63
Change+$0.17 (+1.26%)
VolumeN/A
Net Assets48.36M
CLBAX vs HDOGX Comparison Chart
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CLBAX vs. HDOGX commentary
Jan 31, 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 HDOGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 241B vs. HDOGX (48.4M). HDOGX pays higher dividends than CLBAX: HDOGX (3.12) vs CLBAX (2.23). CLBAX was incepted earlier than HDOGX: CLBAX (23 years) vs HDOGX (27 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. HDOGX (36.00). CLBAX has a lower initial minimum investment than HDOGX: CLBAX (250) vs HDOGX (2500). CLBAX annual gain was more profitable for investors over the last year : 12.06 vs. HDOGX (5.08). CLBAX return over 5 years is better than : 35.53 vs. HDOGX (10.52).
| CLBAX | HDOGX | CLBAX / HDOGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 3.094 | 3.300 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 48.4M | 497,934% |
| Annual Yield % from dividends | 2.23 | 3.12 | 71% |
| Returns for 1 year | 12.06 | 5.08 | 238% |
| Returns for 3 years | 16.18 | 4.55 | 355% |
| Returns for 5 years | 35.53 | 10.52 | 338% |
| Returns for 10 years | 70.80 | 15.87 | 446% |