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CLBFX vs HDOGX
CLBFX vs HDOGX Comparison
Open Charts CLBFX vs HDOGX
American Funds American Balanced 529F
Price$38.57
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
Hennessy Total Return Investor
Price$14.52
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets50.13M
CLBFX vs HDOGX Comparison Chart in %
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CLBFX vs. HDOGX commentary
Nov 20, 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 CLBFX is a Hold and HDOGX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 264B vs. HDOGX (50.1M). HDOGX pays higher dividends than CLBFX: HDOGX (2.27) vs CLBFX (1.86). CLBFX was incepted earlier than HDOGX: CLBFX (23 years) vs HDOGX (27 years). HDOGX (3.62) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. HDOGX (32.00). CLBFX has a lower initial minimum investment than HDOGX: CLBFX (250) vs HDOGX (2500). HDOGX annual gain was more profitable for investors over the last year : 10.80 vs. CLBFX (8.95). CLBFX return over 5 years is better than : 40.97 vs. HDOGX (25.13).
| CLBFX | HDOGX | CLBFX / HDOGX | |
| Total Expense Ratio | 0.67 | 3.62 | 19% |
| Annual Report Gross Expense Ratio | 0.67 | 3.62 | 19% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 13.881 | 13.429 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 50.1M | 526,946% |
| Annual Yield % from dividends | 1.86 | 2.27 | 82% |
| Returns for 1 year | 8.95 | 10.80 | 83% |
| Returns for 3 years | 42.00 | 12.86 | 327% |
| Returns for 5 years | 40.97 | 25.13 | 163% |
| Returns for 10 years | 86.36 | 25.32 | 341% |
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