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FBONX vs HDOGX
FBONX vs HDOGX Comparison
Open Charts FBONX vs HDOGX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Hennessy Total Return Investor
Price$13.79
Change-$0.06 (-0.43%)
VolumeN/A
Net Assets48.75M
FBONX vs HDOGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. HDOGX (48.7M). HDOGX pays higher dividends than FBONX: HDOGX (2.67) vs FBONX (2.18). FBONX was incepted earlier than HDOGX: FBONX (5 years) vs HDOGX (27 years). HDOGX (3.62) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. HDOGX (32.00). FBONX has a lower initial minimum investment than HDOGX: FBONX (250) vs HDOGX (2500). HDOGX annual gain was more profitable for investors over the last year : 8.25 vs. FBONX (5.58).
| FBONX | HDOGX | FBONX / HDOGX | |
| Total Expense Ratio | 0.30 | 3.62 | 8% |
| Annual Report Gross Expense Ratio | 0.30 | 3.62 | 8% |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 4.568 | 6.720 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 48.7M | 501,027% |
| Annual Yield % from dividends | 2.18 | 2.67 | 82% |
| Returns for 1 year | 5.58 | 8.25 | 68% |
| Returns for 3 years | 34.82 | 9.75 | 357% |
| Returns for 5 years | N/A | 22.28 | - |
| Returns for 10 years | N/A | 18.07 | - |
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