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HDOGX vs RLBBX
HDOGX vs RLBBX Comparison
Open Charts HDOGX vs RLBBX
Hennessy Total Return Investor
Price$13.85
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets48.81M
American Funds American Balanced R2
Price$37.10
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
HDOGX vs RLBBX Comparison Chart in %
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HDOGX vs. RLBBX commentary
Aug 17, 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: 256B vs. HDOGX (48.8M). HDOGX pays higher dividends than RLBBX: HDOGX (2.51) vs RLBBX (1.16). 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). RLBBX annual gain was more profitable for investors over the last year : 7.14 vs. HDOGX (5.61). RLBBX return over 5 years is better than : 33.77 vs. HDOGX (20.71).
| 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 | 7.811 | 9.234 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.8M | 256B | 0% |
| Annual Yield % from dividends | 2.51 | 1.16 | 216% |
| Returns for 1 year | 5.61 | 7.14 | 78% |
| Returns for 3 years | 9.26 | 27.06 | 34% |
| Returns for 5 years | 20.71 | 33.77 | 61% |
| Returns for 10 years | 20.08 | 59.09 | 34% |
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