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CLBCX vs HDOGX
CLBCX vs HDOGX Comparison
Open Charts CLBCX vs HDOGX
American Funds American Balanced 529C
Price$37.24
Change-$0.15 (-0.40%)
VolumeN/A
Net Assets255.61B
Hennessy Total Return Investor
Price$13.91
Change+$0.07 (+0.51%)
VolumeN/A
Net Assets48.75M
CLBCX vs HDOGX Comparison Chart in %
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CLBCX 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 CLBCX is a Buy and HDOGX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. HDOGX (48.8M). HDOGX pays higher dividends than CLBCX: HDOGX (2.51) vs CLBCX (1.12). 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 : 7.02 vs. HDOGX (5.51). CLBCX return over 5 years is better than : 34.78 vs. HDOGX (22.95).
| 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 | 9.208 | 8.278 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 48.8M | 524,590% |
| Annual Yield % from dividends | 1.12 | 2.51 | 45% |
| Returns for 1 year | 7.02 | 5.51 | 127% |
| Returns for 3 years | 29.15 | 10.45 | 279% |
| Returns for 5 years | 34.78 | 22.95 | 152% |
| Returns for 10 years | 72.02 | 25.42 | 283% |
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