CLBCX
Price
$37.16
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
HDOGX
Price
$13.89
Change
-$0.00 (-0.00%)
Updated
Jul 25 closing price
Net Assets
49.02M
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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$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Hennessy Total Return Investor
Price$13.89
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets49.02M
CLBCX vs HDOGX Comparison Chart in %
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CLBCX vs. HDOGX commentary
Jul 27, 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 Hold.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B vs. HDOGX (49M). 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). CLBCX annual gain was more profitable for investors over the last year : 9.42 vs. HDOGX (7.51). CLBCX return over 5 years is better than : 36.20 vs. HDOGX (22.10).
CLBCXHDOGXCLBCX / HDOGX
Total Expense Ratio1.353.6237%
Annual Report Gross Expense Ratio1.353.6237%
Fund Existence23 years27 years-
Gain YTD8.5368.122105%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets254B49M518,367%
Annual Yield % from dividends1.132.5045%
Returns for 1 year9.427.51125%
Returns for 3 years32.7312.68258%
Returns for 5 years36.2022.10164%
Returns for 10 years64.6920.17321%
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