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CLBCX vs HDOGX
CLBCX vs HDOGX Comparison
Open Charts CLBCX vs HDOGX
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.
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).
| 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 | 7.076 | 6.799 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 49.1M | 511,202% |
| Annual Yield % from dividends | 1.13 | 2.50 | 45% |
| Returns for 1 year | 7.54 | 8.82 | 86% |
| Returns for 3 years | 32.35 | 10.31 | 314% |
| Returns for 5 years | 37.20 | 23.21 | 160% |
| Returns for 10 years | 63.53 | 18.79 | 338% |
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