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CLBCX vs HDOGX
CLBCX vs HDOGX Comparison
Open Charts CLBCX vs HDOGX
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
Hennessy Total Return Investor
Price$15.14
Change+$1.17 (+8.38%)
VolumeN/A
Net Assets50.67M
CLBCX vs HDOGX Comparison Chart in %
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CLBCX vs. HDOGX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. HDOGX (50.7M). HDOGX pays higher dividends than CLBCX: HDOGX (2.11) vs CLBCX (1.19). CLBCX was incepted earlier than HDOGX: CLBCX (24 years) vs HDOGX (28 years). HDOGX (3.62) is less costly to investors than CLBCX (1.35). 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 : 13.63 vs. CLBCX (10.51). HDOGX (33.24) and CLBCX (32.27) have equivalent 5 years return.
| 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 | 28 years | - |
| Gain YTD | 2.375 | 3.984 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 50.7M | 532,544% |
| Annual Yield % from dividends | 1.19 | 2.11 | 56% |
| Returns for 1 year | 10.51 | 13.63 | 77% |
| Returns for 3 years | 33.67 | 23.36 | 144% |
| Returns for 5 years | 32.27 | 33.24 | 97% |
| Returns for 10 years | 86.26 | 45.51 | 190% |
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