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CLBFX
Price
$36.02
Change
-$0.33 (-0.91%)
Updated
Nov 15 closing price
HDOGX
Price
$13.34
Change
-$0.08 (-0.60%)
Updated
Nov 15 closing price
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CLBFX vs HDOGX

Header iconCLBFX vs HDOGX Comparison
Open Charts CLBFX vs HDOGXBanner chart's image
American Funds American Balanced 529F
Price$36.02
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Hennessy Total Return Investor
Price$13.34
Change-$0.08 (-0.60%)
VolumeN/A
CapitalizationN/A
CLBFX vs HDOGX Comparison Chart
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CLBFX vs. HDOGX commentary
Nov 18, 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 CLBFX is a StrongBuy and HDOGX is a Sell.

FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. HDOGX (48.4M). HDOGX pays higher dividends than CLBFX: HDOGX (3.12) vs CLBFX (2.39). CLBFX was incepted earlier than HDOGX: CLBFX (22 years) vs HDOGX (26 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. HDOGX (36.00). CLBFX has a lower initial minimum investment than HDOGX: CLBFX (250) vs HDOGX (2500). CLBFX annual gain was more profitable for investors over the last year : 21.04 vs. HDOGX (6.37). CLBFX return over 5 years is better than : 38.61 vs. HDOGX (6.72).
CLBFXHDOGXCLBFX / HDOGX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence22 years26 years-
Gain YTD14.1963.904364%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets236B48.4M487,603%
Annual Yield % from dividends2.393.1276%
Returns for 1 year21.046.37330%
Returns for 3 years12.475.94210%
Returns for 5 years38.616.72575%
Returns for 10 years66.573.831,736%
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