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HDOGX vs RLBBX
HDOGX vs RLBBX Comparison
Open Charts HDOGX vs RLBBX
Hennessy Total Return Investor
Price$14.49
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets50.19M
American Funds American Balanced R2
Price$38.44
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
HDOGX vs RLBBX Comparison Chart in %
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HDOGX vs. RLBBX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 263B vs. HDOGX (50.2M). HDOGX pays higher dividends than RLBBX: HDOGX (2.27) vs RLBBX (1.09). HDOGX was incepted earlier than RLBBX: HDOGX (27 years) vs RLBBX (24 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 : 11.36 vs. RLBBX (8.15). RLBBX return over 5 years is better than : 34.47 vs. HDOGX (25.68).
| 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 | 24 years | - |
| Gain YTD | 13.664 | 13.290 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.2M | 263B | 0% |
| Annual Yield % from dividends | 2.27 | 1.09 | 208% |
| Returns for 1 year | 11.36 | 8.15 | 139% |
| Returns for 3 years | 13.09 | 38.09 | 34% |
| Returns for 5 years | 25.68 | 34.47 | 74% |
| Returns for 10 years | 25.58 | 63.47 | 40% |
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