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HDOGX vs RLBBX
HDOGX vs RLBBX Comparison
Open Charts HDOGX vs RLBBX
Hennessy Total Return Investor
Price$14.03
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets49.05M
American Funds American Balanced R2
Price$38.60
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
HDOGX vs RLBBX Comparison Chart in %
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HDOGX vs. RLBBX commentary
Oct 08, 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 StrongBuy and RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 266B vs. HDOGX (49M). HDOGX pays higher dividends than RLBBX: HDOGX (2.30) vs RLBBX (1.11). 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 : 9.12 vs. HDOGX (4.40). RLBBX return over 5 years is better than : 38.04 vs. HDOGX (24.56).
| 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 | 9.437 | 13.761 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49M | 266B | 0% |
| Annual Yield % from dividends | 2.30 | 1.11 | 208% |
| Returns for 1 year | 4.40 | 9.12 | 48% |
| Returns for 3 years | 22.96 | 47.96 | 48% |
| Returns for 5 years | 24.56 | 38.04 | 65% |
| Returns for 10 years | 23.53 | 68.69 | 34% |
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