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CLBFX vs HDOGX
CLBFX vs HDOGX Comparison
Open Charts CLBFX vs HDOGX
American Funds American Balanced 529F
Price$35.54
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets244.53B
Hennessy Total Return Investor
Price$13.67
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets48.33M
CLBFX vs HDOGX Comparison Chart in %
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CLBFX vs. HDOGX commentary
Jun 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 Buy and HDOGX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 245B vs. HDOGX (48.3M). HDOGX pays higher dividends than CLBFX: HDOGX (2.67) vs CLBFX (2.07). 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 : 6.74 vs. CLBFX (4.59). CLBFX return over 5 years is better than : 40.59 vs. HDOGX (20.74).
| 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 | 4.608 | 5.791 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 48.3M | 507,246% |
| Annual Yield % from dividends | 2.07 | 2.67 | 78% |
| Returns for 1 year | 4.59 | 6.74 | 68% |
| Returns for 3 years | 35.95 | 11.07 | 325% |
| Returns for 5 years | 40.59 | 20.74 | 196% |
| Returns for 10 years | 72.86 | 16.38 | 445% |
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