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CLBFX vs HDOGX
CLBFX vs HDOGX Comparison
Open Charts CLBFX vs HDOGX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Hennessy Total Return Investor
Price$13.89
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets49.02M
CLBFX vs HDOGX Comparison Chart in %
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CLBFX vs. HDOGX commentary
Jul 27, 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: 254B vs. HDOGX (49M). HDOGX pays higher dividends than CLBFX: HDOGX (2.50) vs CLBFX (1.99). 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 : 10.40 vs. HDOGX (7.51). CLBFX return over 5 years is better than : 42.59 vs. HDOGX (22.10).
| 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 | 9.111 | 8.122 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 49M | 518,367% |
| Annual Yield % from dividends | 1.99 | 2.50 | 80% |
| Returns for 1 year | 10.40 | 7.51 | 138% |
| Returns for 3 years | 36.42 | 12.68 | 287% |
| Returns for 5 years | 42.59 | 22.10 | 193% |
| Returns for 10 years | 81.10 | 20.17 | 402% |
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