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CLBCX vs HDOGX
CLBCX vs HDOGX Comparison
Open Charts CLBCX vs HDOGX
American Funds American Balanced 529C
Price$38.49
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
CLBCX vs HDOGX Comparison Chart in %
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CLBCX 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 CLBCX is a Hold and HDOGX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 262B vs. HDOGX (48.4M). HDOGX pays higher dividends than CLBCX: HDOGX (2.46) vs CLBCX (1.11). 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 : 7.19 vs. HDOGX (3.00). CLBCX return over 5 years is better than : 40.81 vs. HDOGX (27.06).
| 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 | 12.421 | 8.200 | 151% |
| Front Load | N/A | 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 | 1.11 | 2.46 | 45% |
| Returns for 1 year | 7.19 | 3.00 | 240% |
| Returns for 3 years | 48.53 | 21.93 | 221% |
| Returns for 5 years | 40.81 | 27.06 | 151% |
| Returns for 10 years | 81.37 | 28.75 | 283% |
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