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CLBCX
Price
$36.08
Change
-$0.32 (-0.88%)
Updated
Nov 15 closing price
HDOGX
Price
$13.34
Change
-$0.08 (-0.60%)
Updated
Nov 15 closing price
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CLBCX vs HDOGX

Header iconCLBCX vs HDOGX Comparison
Open Charts CLBCX vs HDOGXBanner chart's image
American Funds American Balanced 529C
Price$36.08
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
Hennessy Total Return Investor
Price$13.34
Change-$0.08 (-0.60%)
VolumeN/A
CapitalizationN/A
CLBCX vs HDOGX Comparison Chart
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CLBCX 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 CLBCX is a StrongBuy and HDOGX is a Sell.

FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 236B vs. HDOGX (48.4M). HDOGX pays higher dividends than CLBCX: HDOGX (3.12) vs CLBCX (1.52). CLBCX was incepted earlier than HDOGX: CLBCX (23 years) vs HDOGX (26 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. HDOGX (36.00). CLBCX has a lower initial minimum investment than HDOGX: CLBCX (250) vs HDOGX (2500). CLBCX annual gain was more profitable for investors over the last year : 19.97 vs. HDOGX (6.37). CLBCX return over 5 years is better than : 32.31 vs. HDOGX (6.72).
CLBCXHDOGXCLBCX / HDOGX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years26 years-
Gain YTD13.2783.904340%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets236B48.4M487,603%
Annual Yield % from dividends1.523.1249%
Returns for 1 year19.976.37313%
Returns for 3 years9.415.94158%
Returns for 5 years32.316.72481%
Returns for 10 years51.343.831,339%
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