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HDOGX vs RLBBX
HDOGX vs RLBBX Comparison
Open Charts HDOGX vs RLBBX
Hennessy Total Return Investor
Price$13.91
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets48.83M
American Funds American Balanced R2
Price$37.63
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
HDOGX vs RLBBX Comparison Chart in %
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HDOGX vs. RLBBX commentary
Sep 07, 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 Hold and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 258B vs. HDOGX (48.8M). HDOGX pays higher dividends than RLBBX: HDOGX (2.46) vs RLBBX (1.15). 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 : 9.11 vs. HDOGX (5.67). RLBBX return over 5 years is better than : 35.40 vs. HDOGX (22.76).
| 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 | 8.278 | 10.795 | 77% |
| 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 | 258B | 0% |
| Annual Yield % from dividends | 2.46 | 1.15 | 214% |
| Returns for 1 year | 5.67 | 9.11 | 62% |
| Returns for 3 years | 16.57 | 37.13 | 45% |
| Returns for 5 years | 22.76 | 35.40 | 64% |
| Returns for 10 years | 26.45 | 67.75 | 39% |
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