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CLBCX vs HDOGX
CLBCX vs HDOGX Comparison
Open Charts CLBCX vs HDOGX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.37B
Hennessy Total Return Investor
Price$14.04
Change+$0.11 (+0.79%)
VolumeN/A
Net Assets48.82M
CLBCX vs HDOGX Comparison Chart in %
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CLBCX vs. HDOGX commentary
Oct 19, 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 CLBCX is a Buy and HDOGX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 265B vs. HDOGX (48.8M). HDOGX pays higher dividends than CLBCX: HDOGX (2.30) vs CLBCX (1.06). CLBCX was incepted earlier than HDOGX: CLBCX (24 years) vs HDOGX (27 years). HDOGX (3.62) is less costly to investors than CLBCX (1.35). CLBCX is a more actively managed with annual turnover of: 44.00 vs. HDOGX (32.00). CLBCX has a lower initial minimum investment than HDOGX: CLBCX (250) vs HDOGX (2500). CLBCX annual gain was more profitable for investors over the last year : 7.87 vs. HDOGX (3.27). CLBCX return over 5 years is better than : 38.56 vs. HDOGX (25.69).
| CLBCX | HDOGX | CLBCX / HDOGX | |
| Total Expense Ratio | 1.35 | 3.62 | 37% |
| Annual Report Gross Expense Ratio | 1.35 | 3.62 | 37% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 13.912 | 9.907 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 48.8M | 543,033% |
| Annual Yield % from dividends | 1.06 | 2.30 | 46% |
| Returns for 1 year | 7.87 | 3.27 | 241% |
| Returns for 3 years | 47.86 | 19.25 | 249% |
| Returns for 5 years | 38.56 | 25.69 | 150% |
| Returns for 10 years | 74.34 | 23.35 | 318% |
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