Interact to see
Advertisement
Advertisement
CLBAX vs HDOGX
CLBAX vs HDOGX Comparison
Open Charts CLBAX vs HDOGX
American Funds American Balanced 529A
Price$38.43
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
Hennessy Total Return Investor
Price$13.90
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets48.42M
CLBAX vs HDOGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. HDOGX commentary
Sep 28, 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 CLBAX is a Hold and HDOGX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 262B vs. HDOGX (48.4M). HDOGX pays higher dividends than CLBAX: HDOGX (2.46) vs CLBAX (1.80). CLBAX was incepted earlier than HDOGX: CLBAX (24 years) vs HDOGX (27 years). HDOGX (3.62) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. HDOGX (32.00). CLBAX has a lower initial minimum investment than HDOGX: CLBAX (250) vs HDOGX (2500). CLBAX annual gain was more profitable for investors over the last year : 7.82 vs. HDOGX (3.00). CLBAX return over 5 years is better than : 45.97 vs. HDOGX (27.06).
| CLBAX | HDOGX | CLBAX / HDOGX | |
| Total Expense Ratio | 0.58 | 3.62 | 16% |
| Annual Report Gross Expense Ratio | 0.58 | 3.62 | 16% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 12.860 | 8.200 | 157% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 48.4M | 541,322% |
| Annual Yield % from dividends | 1.80 | 2.46 | 73% |
| Returns for 1 year | 7.82 | 3.00 | 261% |
| Returns for 3 years | 51.69 | 21.93 | 236% |
| Returns for 5 years | 45.97 | 27.06 | 170% |
| Returns for 10 years | 95.16 | 28.75 | 331% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement