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CLBCX vs HDOGX
CLBCX vs HDOGX Comparison
Open Charts CLBCX vs HDOGX
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Hennessy Total Return Investor
Price$13.91
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets48.83M
CLBCX vs HDOGX Comparison Chart in %
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CLBCX vs. HDOGX commentary
Sep 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 258B vs. HDOGX (48.8M). HDOGX pays higher dividends than CLBCX: HDOGX (2.46) vs CLBCX (1.11). CLBCX was incepted earlier than HDOGX: CLBCX (24 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 : 9.15 vs. HDOGX (5.67). CLBCX return over 5 years is better than : 36.30 vs. HDOGX (22.76).
| CLBCX | HDOGX | CLBCX / HDOGX | |
| Total Expense Ratio | 1.35 | 3.62 | 37% |
| Annual Report Gross Expense Ratio | 1.35 | 3.62 | 37% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 10.785 | 8.278 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 48.8M | 528,689% |
| Annual Yield % from dividends | 1.11 | 2.46 | 45% |
| Returns for 1 year | 9.15 | 5.67 | 161% |
| Returns for 3 years | 37.75 | 16.57 | 228% |
| Returns for 5 years | 36.30 | 22.76 | 160% |
| Returns for 10 years | 74.80 | 26.45 | 283% |
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