CLBAX
Price
$37.22
Change
-$0.14 (-0.37%)
Updated
Aug 19 closing price
Net Assets
255.61B
HDOGX
Price
$13.84
Change
-$0.01 (-0.07%)
Updated
Aug 18 closing price
Net Assets
48.81M
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CLBAX vs HDOGX

Header iconCLBAX vs HDOGX Comparison
Open Charts CLBAX vs HDOGXBanner chart's image
American Funds American Balanced 529A
Price$37.22
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.61B
Hennessy Total Return Investor
Price$13.84
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets48.81M
CLBAX vs HDOGX Comparison Chart in %
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CLBAX vs. HDOGX commentary
Aug 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 CLBAX is a Buy and HDOGX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. HDOGX (48.8M). HDOGX pays higher dividends than CLBAX: HDOGX (2.51) vs CLBAX (1.82). 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 : 7.81 vs. HDOGX (5.22). CLBAX return over 5 years is better than : 39.89 vs. HDOGX (21.85).
CLBAXHDOGXCLBAX / HDOGX
Total Expense Ratio0.583.6216%
Annual Report Gross Expense Ratio0.583.6216%
Fund Existence24 years27 years-
Gain YTD9.7177.733126%
Front Load4%N/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets256B48.8M524,590%
Annual Yield % from dividends1.822.5172%
Returns for 1 year7.815.22150%
Returns for 3 years32.099.90324%
Returns for 5 years39.8921.85183%
Returns for 10 years85.3824.79344%
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