CLBFX
Price
$38.68
Change
+$0.11 (+0.29%)
Updated
Nov 19 closing price
Net Assets
262.74B
HDOGX
Price
$14.49
Change
-$0.03 (-0.21%)
Updated
Nov 19 closing price
Net Assets
50.19M
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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$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
Hennessy Total Return Investor
Price$14.49
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets50.19M
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.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. HDOGX (50.2M). 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 : 11.36 vs. CLBFX (9.14). CLBFX return over 5 years is better than : 41.70 vs. HDOGX (25.68).
CLBFXHDOGXCLBFX / HDOGX
Total Expense Ratio0.673.6219%
Annual Report Gross Expense Ratio0.673.6219%
Fund Existence23 years27 years-
Gain YTD14.20613.664104%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets263B50.2M523,904%
Annual Yield % from dividends1.862.2782%
Returns for 1 year9.1411.3680%
Returns for 3 years42.4113.09324%
Returns for 5 years41.7025.68162%
Returns for 10 years86.8925.58340%
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