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CLBCX vs HDOGX
CLBCX vs HDOGX Comparison
Open Charts CLBCX vs HDOGX
American Funds American Balanced 529C
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Hennessy Total Return Investor
Price$13.05
Change-$0.18 (-1.36%)
VolumeN/A
CapitalizationN/A
CLBCX vs HDOGX Comparison Chart
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CLBCX vs. HDOGX commentary
Dec 19, 2024
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 StrongBuy and HDOGX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 241B vs. HDOGX (48M). HDOGX pays higher dividends than CLBCX: HDOGX (3.12) vs CLBCX (1.52). CLBCX was incepted earlier than HDOGX: CLBCX (23 years) vs HDOGX (26 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. HDOGX (36.00). 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 : 11.92 vs. HDOGX (4.68). CLBCX return over 5 years is better than : 29.69 vs. HDOGX (4.35).
| CLBCX | HDOGX | CLBCX / HDOGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 10.944 | 3.047 | 359% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 48M | 502,083% |
| Annual Yield % from dividends | 1.52 | 3.12 | 49% |
| Returns for 1 year | 11.92 | 4.68 | 255% |
| Returns for 3 years | 10.88 | 5.07 | 215% |
| Returns for 5 years | 29.69 | 4.35 | 683% |
| Returns for 10 years | 47.43 | 11.51 | 412% |
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