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CLBFX vs HDOGX
CLBFX vs HDOGX Comparison
Open Charts CLBFX vs HDOGX
American Funds American Balanced 529F
Price$32.85
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
Hennessy Total Return Investor
Price$13.44
Change+$0.10 (+0.75%)
VolumeN/A
Net Assets47.64M
CLBFX vs HDOGX Comparison Chart
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CLBFX vs. HDOGX commentary
Apr 18, 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: 225B vs. HDOGX (47.6M). HDOGX pays higher dividends than CLBFX: HDOGX (2.60) vs CLBFX (2.14). CLBFX was incepted earlier than HDOGX: CLBFX (23 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 : 6.26 vs. CLBFX (2.73). CLBFX return over 5 years is better than : 34.54 vs. HDOGX (20.67).
| CLBFX | HDOGX | CLBFX / HDOGX | |
| Total Expense Ratio | 0.68 | 3.37 | 20% |
| Annual Report Gross Expense Ratio | 0.68 | 3.37 | 20% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | -3.641 | 3.237 | -112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 47.6M | 472,689% |
| Annual Yield % from dividends | 2.14 | 2.60 | 82% |
| Returns for 1 year | 2.73 | 6.26 | 44% |
| Returns for 3 years | 11.65 | 1.70 | 687% |
| Returns for 5 years | 34.54 | 20.67 | 167% |
| Returns for 10 years | 59.09 | 12.94 | 457% |
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