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CLBFX vs HDOGX
CLBFX vs HDOGX Comparison
Open Charts CLBFX vs HDOGX
American Funds American Balanced 529F
Price$37.88
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
CLBFX vs HDOGX Comparison Chart in %
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CLBFX 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 CLBFX is a Buy and HDOGX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 258B vs. HDOGX (48.8M). HDOGX pays higher dividends than CLBFX: HDOGX (2.46) vs CLBFX (1.94). 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). CLBFX annual gain was more profitable for investors over the last year : 10.11 vs. HDOGX (5.67). CLBFX return over 5 years is better than : 42.70 vs. HDOGX (22.76).
| 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 | 11.495 | 8.278 | 139% |
| 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 | 1.94 | 2.46 | 79% |
| Returns for 1 year | 10.11 | 5.67 | 178% |
| Returns for 3 years | 41.65 | 16.57 | 251% |
| Returns for 5 years | 42.70 | 22.76 | 188% |
| Returns for 10 years | 92.18 | 26.45 | 349% |
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