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CLBCX vs HDOGX
CLBCX vs HDOGX Comparison
Open Charts CLBCX vs HDOGX
American Funds American Balanced 529C
Price$35.18
Change+$0.33 (+0.95%)
VolumeN/A
Net Assets239.3B
Hennessy Total Return Investor
Price$14.08
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets50.16M
CLBCX vs HDOGX Comparison Chart
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CLBCX vs. HDOGX commentary
Mar 01, 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: 239B vs. HDOGX (50.2M). HDOGX pays higher dividends than CLBCX: HDOGX (3.12) vs CLBCX (1.52). CLBCX was incepted earlier than HDOGX: CLBCX (23 years) vs HDOGX (27 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). HDOGX annual gain was more profitable for investors over the last year : 10.28 vs. CLBCX (6.94). CLBCX return over 5 years is better than : 33.86 vs. HDOGX (23.99).
| CLBCX | HDOGX | CLBCX / HDOGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 1.544 | 7.675 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 50.2M | 476,096% |
| Annual Yield % from dividends | 1.52 | 3.12 | 49% |
| Returns for 1 year | 6.94 | 10.28 | 67% |
| Returns for 3 years | 14.47 | 10.89 | 133% |
| Returns for 5 years | 33.86 | 23.99 | 141% |
| Returns for 10 years | 52.03 | 17.21 | 302% |
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