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HDOGX vs RLBBX
HDOGX vs RLBBX Comparison
Open Charts HDOGX vs RLBBX
Hennessy Total Return Investor
Price$14.70
Change+$0.10 (+0.68%)
VolumeN/A
Net Assets50.63M
American Funds American Balanced R2
Price$39.47
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
HDOGX vs RLBBX Comparison Chart in %
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HDOGX vs. RLBBX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 269B vs. HDOGX (50.6M). HDOGX pays higher dividends than RLBBX: HDOGX (2.17) vs RLBBX (1.07). 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 : 9.80 vs. RLBBX (8.46). RLBBX return over 5 years is better than : 34.82 vs. HDOGX (23.10).
| 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 | 14.760 | 15.795 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.6M | 269B | 0% |
| Annual Yield % from dividends | 2.17 | 1.07 | 203% |
| Returns for 1 year | 9.80 | 8.46 | 116% |
| Returns for 3 years | 12.81 | 37.33 | 34% |
| Returns for 5 years | 23.10 | 34.82 | 66% |
| Returns for 10 years | 26.25 | 66.69 | 39% |
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