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CLBFX vs HDOGX
CLBFX vs HDOGX Comparison
Open Charts CLBFX vs HDOGX
American Funds American Balanced 529F
Price$33.97
Change-$0.59 (-1.71%)
VolumeN/A
Net Assets237.28B
Hennessy Total Return Investor
Price$14.29
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets51.27M
CLBFX vs HDOGX Comparison Chart
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CLBFX vs. HDOGX commentary
Mar 11, 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: 237B vs. HDOGX (51.3M). HDOGX pays higher dividends than CLBFX: HDOGX (2.53) vs CLBFX (2.08). CLBFX was incepted earlier than HDOGX: CLBFX (22 years) vs HDOGX (27 years). HDOGX (3.37) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 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 : 12.22 vs. CLBFX (5.32). CLBFX return over 5 years is better than : 37.43 vs. HDOGX (24.99).
| CLBFX | HDOGX | CLBFX / HDOGX | |
| Total Expense Ratio | 0.68 | 3.37 | 20% |
| Annual Report Gross Expense Ratio | 0.68 | 3.37 | 20% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 1.023 | 9.823 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 51.3M | 461,988% |
| Annual Yield % from dividends | 2.08 | 2.53 | 82% |
| Returns for 1 year | 5.32 | 12.22 | 44% |
| Returns for 3 years | 19.41 | 11.40 | 170% |
| Returns for 5 years | 37.43 | 24.99 | 150% |
| Returns for 10 years | 69.49 | 22.67 | 307% |
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