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CLBAX vs HDOGX
CLBAX vs HDOGX Comparison
Open Charts CLBAX vs HDOGX
American Funds American Balanced 529A
Price$36.06
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Hennessy Total Return Investor
Price$13.34
Change-$0.08 (-0.60%)
VolumeN/A
CapitalizationN/A
CLBAX vs HDOGX Comparison Chart
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CLBAX vs. HDOGX commentary
Nov 18, 2024
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 StrongBuy and HDOGX is a Sell.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 236B 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 (26 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 : 20.85 vs. HDOGX (6.37). CLBAX return over 5 years is better than : 37.36 vs. HDOGX (6.72).
| CLBAX | HDOGX | CLBAX / HDOGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 14.033 | 3.904 | 359% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 48.4M | 487,603% |
| Annual Yield % from dividends | 2.23 | 3.12 | 71% |
| Returns for 1 year | 20.85 | 6.37 | 327% |
| Returns for 3 years | 11.92 | 5.94 | 201% |
| Returns for 5 years | 37.36 | 6.72 | 556% |
| Returns for 10 years | 63.23 | 3.83 | 1,649% |
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