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HDOGX vs RLBBX
HDOGX vs RLBBX Comparison
Open Charts HDOGX vs RLBBX
Hennessy Total Return Investor
Price$14.51
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets50.19M
American Funds American Balanced R2
Price$39.19
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets268.19B
HDOGX vs RLBBX Comparison Chart in %
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HDOGX vs. RLBBX commentary
Nov 14, 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: 268B 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 : 10.40 vs. RLBBX (9.11). RLBBX return over 5 years is better than : 36.96 vs. HDOGX (25.16).
| 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 | 13.194 | 15.500 | 85% |
| 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 | 268B | 0% |
| Annual Yield % from dividends | 2.27 | 1.09 | 208% |
| Returns for 1 year | 10.40 | 9.11 | 114% |
| Returns for 3 years | 12.39 | 40.59 | 31% |
| Returns for 5 years | 25.16 | 36.96 | 68% |
| Returns for 10 years | 26.77 | 70.07 | 38% |
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