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CLBCX vs HDOGX
CLBCX vs HDOGX Comparison
Open Charts CLBCX vs HDOGX
American Funds American Balanced 529C
Price$35.77
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Hennessy Total Return Investor
Price$13.74
Change+$0.10 (+0.73%)
VolumeN/A
Net Assets48.24M
CLBCX vs HDOGX Comparison Chart
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CLBCX vs. HDOGX commentary
Jun 07, 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.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 243B vs. HDOGX (48.2M). HDOGX pays higher dividends than CLBCX: HDOGX (2.67) vs CLBCX (1.18). 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). CLBCX (6.33) and HDOGX (6.27) have marching annual gain over last year. CLBCX return over 5 years is better than : 31.46 vs. HDOGX (14.70).
| CLBCX | HDOGX | CLBCX / HDOGX | |
| Total Expense Ratio | 1.35 | 3.62 | 37% |
| Annual Report Gross Expense Ratio | 1.35 | 3.62 | 37% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 4.353 | 5.559 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 48.2M | 504,149% |
| Annual Yield % from dividends | 1.18 | 2.67 | 44% |
| Returns for 1 year | 6.33 | 6.27 | 101% |
| Returns for 3 years | 20.71 | 2.83 | 732% |
| Returns for 5 years | 31.46 | 14.70 | 214% |
| Returns for 10 years | 59.47 | 16.78 | 354% |
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