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CLBCX vs HDOGX
CLBCX vs HDOGX Comparison
Open Charts CLBCX vs HDOGX
American Funds American Balanced 529C
Price$39.78
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Hennessy Total Return Investor
Price$14.70
Change+$0.10 (+0.68%)
VolumeN/A
Net Assets50.63M
CLBCX vs HDOGX Comparison Chart in %
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CLBCX vs. HDOGX commentary
Dec 04, 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 StrongBuy and HDOGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. HDOGX (50.6M). HDOGX pays higher dividends than CLBCX: HDOGX (2.17) vs CLBCX (1.02). 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 : 9.80 vs. CLBCX (8.46). CLBCX return over 5 years is better than : 35.68 vs. HDOGX (23.10).
| 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 | 15.753 | 14.760 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 50.6M | 531,621% |
| Annual Yield % from dividends | 1.02 | 2.17 | 47% |
| Returns for 1 year | 8.46 | 9.80 | 86% |
| Returns for 3 years | 37.75 | 12.81 | 295% |
| Returns for 5 years | 35.68 | 23.10 | 154% |
| Returns for 10 years | 73.34 | 26.25 | 279% |