CLBCX
Price
$36.59
Change
-$0.07 (-0.19%)
Updated
Jul 1 closing price
Net Assets
251.12B
HDOGX
Price
$13.85
Change
+$0.13 (+0.95%)
Updated
Jul 1 closing price
Net Assets
49.12M
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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$36.59
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets251.12B
Hennessy Total Return Investor
Price$13.85
Change+$0.13 (+0.95%)
VolumeN/A
Net Assets49.12M
CLBCX vs HDOGX Comparison Chart in %
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CLBCX vs. HDOGX commentary
Jul 03, 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 CLBCX is a Buy and HDOGX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 251B vs. HDOGX (49.1M). HDOGX pays higher dividends than CLBCX: HDOGX (2.50) vs CLBCX (1.13). CLBCX was incepted earlier than HDOGX: CLBCX (23 years) vs HDOGX (27 years). HDOGX (3.62) is less costly to investors than CLBCX (1.35). CLBCX is a more actively managed with annual turnover of: 44.00 vs. HDOGX (32.00). CLBCX has a lower initial minimum investment than HDOGX: CLBCX (250) vs HDOGX (2500). HDOGX annual gain was more profitable for investors over the last year : 8.82 vs. CLBCX (7.54). CLBCX return over 5 years is better than : 37.20 vs. HDOGX (23.21).
CLBCXHDOGXCLBCX / HDOGX
Total Expense Ratio1.353.6237%
Annual Report Gross Expense Ratio1.353.6237%
Fund Existence23 years27 years-
Gain YTD7.0766.799104%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets251B49.1M511,202%
Annual Yield % from dividends1.132.5045%
Returns for 1 year7.548.8286%
Returns for 3 years32.3510.31314%
Returns for 5 years37.2023.21160%
Returns for 10 years63.5318.79338%
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