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HDOGX vs RLBBX
HDOGX vs RLBBX Comparison
Open Charts HDOGX vs RLBBX
Hennessy Total Return Investor
Price$13.85
Change+$0.13 (+0.95%)
VolumeN/A
Net Assets49.12M
American Funds American Balanced R2
Price$36.30
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets250.58B
HDOGX vs RLBBX Comparison Chart in %
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HDOGX vs. RLBBX commentary
Jul 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: 251B vs. HDOGX (49.1M). HDOGX pays higher dividends than RLBBX: HDOGX (2.50) vs RLBBX (1.17). 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 : 8.82 vs. RLBBX (7.55). RLBBX return over 5 years is better than : 36.32 vs. HDOGX (23.21).
| 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 | 6.799 | 7.085 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.1M | 251B | 0% |
| Annual Yield % from dividends | 2.50 | 1.17 | 213% |
| Returns for 1 year | 8.82 | 7.55 | 117% |
| Returns for 3 years | 10.31 | 31.75 | 32% |
| Returns for 5 years | 23.21 | 36.32 | 64% |
| Returns for 10 years | 18.79 | 56.91 | 33% |
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