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CLBAX vs HDOGX
CLBAX vs HDOGX Comparison
Open Charts CLBAX vs HDOGX
American Funds American Balanced 529A
Price$34.19
Change-$0.81 (-2.31%)
VolumeN/A
CapitalizationN/A
Hennessy Total Return Investor
Price$13.05
Change-$0.18 (-1.36%)
VolumeN/A
CapitalizationN/A
CLBAX vs HDOGX Comparison Chart
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CLBAX vs. HDOGX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 241B vs. HDOGX (48M). 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 : 12.51 vs. HDOGX (4.68). CLBAX return over 5 years is better than : 34.39 vs. HDOGX (4.35).
| 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 | 11.523 | 3.047 | 378% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 48M | 502,083% |
| Annual Yield % from dividends | 2.23 | 3.12 | 71% |
| Returns for 1 year | 12.51 | 4.68 | 267% |
| Returns for 3 years | 13.21 | 5.07 | 261% |
| Returns for 5 years | 34.39 | 4.35 | 791% |
| Returns for 10 years | 58.66 | 11.51 | 510% |
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