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HDOGX vs RLBBX
HDOGX vs RLBBX Comparison
Open Charts HDOGX vs RLBBX
Hennessy Total Return Investor
Price$15.14
Change+$1.17 (+8.38%)
VolumeN/A
Net Assets50.67M
American Funds American Balanced R2
Price$38.04
Change-$0.58 (-1.50%)
VolumeN/A
Net Assets269.72B
HDOGX vs RLBBX Comparison Chart in %
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HDOGX vs. RLBBX commentary
Feb 04, 2026
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 Buy and RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 270B vs. HDOGX (50.7M). HDOGX pays higher dividends than RLBBX: HDOGX (2.11) vs RLBBX (1.23). HDOGX was incepted earlier than RLBBX: HDOGX (28 years) vs RLBBX (24 years). HDOGX (3.62) is less costly to investors than RLBBX (1.32). 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 : 13.63 vs. RLBBX (10.49). HDOGX return over 5 years is better than : 33.24 vs. RLBBX (31.41).
| HDOGX | RLBBX | HDOGX / RLBBX | |
| Total Expense Ratio | 3.62 | 1.32 | 274% |
| Annual Report Gross Expense Ratio | 3.62 | 1.32 | 274% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 3.984 | 2.396 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.7M | 270B | 0% |
| Annual Yield % from dividends | 2.11 | 1.23 | 172% |
| Returns for 1 year | 13.63 | 10.49 | 130% |
| Returns for 3 years | 23.36 | 33.68 | 69% |
| Returns for 5 years | 33.24 | 31.41 | 106% |
| Returns for 10 years | 45.51 | 79.44 | 57% |
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