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CLBFX vs HDOGX
CLBFX vs HDOGX Comparison
Open Charts CLBFX vs HDOGX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Hennessy Total Return Investor
Price$15.14
Change+$1.17 (+8.38%)
VolumeN/A
Net Assets50.67M
CLBFX vs HDOGX Comparison Chart in %
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CLBFX 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 CLBFX is a Hold and HDOGX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. HDOGX (50.7M). HDOGX (2.11) and CLBFX (2.03) have matching dividends . CLBFX was incepted earlier than HDOGX: CLBFX (23 years) vs HDOGX (28 years). HDOGX (3.62) is less costly to investors than CLBFX (0.67). CLBFX has a lower initial minimum investment than HDOGX: CLBFX (250) vs HDOGX (2500). HDOGX annual gain was more profitable for investors over the last year : 13.63 vs. CLBFX (11.50). CLBFX return over 5 years is better than : 38.44 vs. HDOGX (33.24).
| CLBFX | HDOGX | CLBFX / HDOGX | |
| Total Expense Ratio | 0.67 | 3.62 | 19% |
| Annual Report Gross Expense Ratio | 0.67 | 3.62 | 19% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 2.464 | 3.984 | 62% |
| 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 | 2.03 | 2.11 | 96% |
| Returns for 1 year | 11.50 | 13.63 | 84% |
| Returns for 3 years | 37.33 | 23.36 | 160% |
| Returns for 5 years | 38.44 | 33.24 | 116% |
| Returns for 10 years | 104.71 | 45.51 | 230% |
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