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CLBFX vs HDOGX
CLBFX vs HDOGX Comparison
Open Charts CLBFX vs HDOGX
American Funds American Balanced 529F
Price$38.37
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
Hennessy Total Return Investor
Price$13.90
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets48.42M
CLBFX vs HDOGX Comparison Chart in %
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CLBFX vs. HDOGX commentary
Sep 28, 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 CLBFX is a Hold and HDOGX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 262B vs. HDOGX (48.4M). HDOGX pays higher dividends than CLBFX: HDOGX (2.46) vs CLBFX (1.94). CLBFX was incepted earlier than HDOGX: CLBFX (23 years) vs HDOGX (27 years). HDOGX (3.62) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. HDOGX (32.00). CLBFX has a lower initial minimum investment than HDOGX: CLBFX (250) vs HDOGX (2500). CLBFX annual gain was more profitable for investors over the last year : 7.93 vs. HDOGX (3.00). CLBFX return over 5 years is better than : 47.10 vs. HDOGX (27.06).
| 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 | 27 years | - |
| Gain YTD | 12.937 | 8.200 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 48.4M | 541,322% |
| Annual Yield % from dividends | 1.94 | 2.46 | 79% |
| Returns for 1 year | 7.93 | 3.00 | 264% |
| Returns for 3 years | 52.34 | 21.93 | 239% |
| Returns for 5 years | 47.10 | 27.06 | 174% |
| Returns for 10 years | 98.95 | 28.75 | 344% |
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