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CLBCX vs HDOGX
CLBCX vs HDOGX Comparison
Open Charts CLBCX vs HDOGX
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Hennessy Total Return Investor
Price$14.51
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets50.19M
CLBCX vs HDOGX Comparison Chart in %
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CLBCX vs. HDOGX commentary
Nov 14, 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: 269B vs. HDOGX (50.2M). HDOGX pays higher dividends than CLBCX: HDOGX (2.27) vs CLBCX (1.04). 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). HDOGX annual gain was more profitable for investors over the last year : 10.40 vs. CLBCX (9.13). CLBCX return over 5 years is better than : 37.82 vs. HDOGX (25.16).
| 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 | 15.461 | 13.194 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 50.2M | 535,857% |
| Annual Yield % from dividends | 1.04 | 2.27 | 46% |
| Returns for 1 year | 9.13 | 10.40 | 88% |
| Returns for 3 years | 41.00 | 12.39 | 331% |
| Returns for 5 years | 37.82 | 25.16 | 150% |
| Returns for 10 years | 76.85 | 26.77 | 287% |
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