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HDOGX vs RLBBX
HDOGX vs RLBBX Comparison
Open Charts HDOGX vs RLBBX
Hennessy Total Return Investor
Price$13.44
Change-$0.12 (-0.88%)
VolumeN/A
Net Assets48.33M
American Funds American Balanced R2
Price$33.83
Change+$0.08 (+0.24%)
VolumeN/A
Net Assets232.27B
HDOGX vs RLBBX Comparison Chart
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HDOGX vs. RLBBX commentary
May 03, 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 HDOGX is a Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 232B vs. HDOGX (48.3M). HDOGX pays higher dividends than RLBBX: HDOGX (2.69) vs RLBBX (1.27). HDOGX was incepted earlier than RLBBX: HDOGX (27 years) vs RLBBX (23 years). HDOGX (3.62) is less costly to investors than RLBBX (1.32). RLBBX is a more actively managed with annual turnover of: 44.00 vs. HDOGX (32.00). RLBBX has a lower initial minimum investment than HDOGX: RLBBX (250) vs HDOGX (2500). HDOGX annual gain was more profitable for investors over the last year : 7.02 vs. RLBBX (5.70). RLBBX return over 5 years is better than : 33.55 vs. HDOGX (23.56).
| HDOGX | RLBBX | HDOGX / RLBBX | |
| Total Expense Ratio | 3.62 | 1.32 | 274% |
| Annual Report Gross Expense Ratio | 3.62 | 1.32 | 274% |
| Fund Existence | 27 years | 23 years | - |
| Gain YTD | 4.940 | -0.520 | -950% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.3M | 232B | 0% |
| Annual Yield % from dividends | 2.69 | 1.27 | 211% |
| Returns for 1 year | 7.02 | 5.70 | 123% |
| Returns for 3 years | 5.98 | 16.39 | 36% |
| Returns for 5 years | 23.56 | 33.55 | 70% |
| Returns for 10 years | 13.93 | 43.09 | 32% |
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