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CLBFX vs HDOGX
CLBFX vs HDOGX Comparison
Open Charts CLBFX vs HDOGX
American Funds American Balanced 529F
Price$38.80
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
Hennessy Total Return Investor
Price$14.03
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets49.05M
CLBFX vs HDOGX Comparison Chart in %
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CLBFX vs. HDOGX commentary
Oct 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. HDOGX (49M). HDOGX pays higher dividends than CLBFX: HDOGX (2.30) vs CLBFX (1.89). 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 : 10.12 vs. HDOGX (4.40). CLBFX return over 5 years is better than : 45.45 vs. HDOGX (24.56).
| 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 | 14.560 | 9.437 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 49M | 542,857% |
| Annual Yield % from dividends | 1.89 | 2.30 | 82% |
| Returns for 1 year | 10.12 | 4.40 | 230% |
| Returns for 3 years | 52.59 | 22.96 | 229% |
| Returns for 5 years | 45.45 | 24.56 | 185% |
| Returns for 10 years | 92.94 | 23.53 | 395% |
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