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HDOGX vs RLBBX
HDOGX vs RLBBX Comparison
Open Charts HDOGX vs RLBBX
Hennessy Total Return Investor
Price$14.64
Change+$0.09 (+0.62%)
VolumeN/A
Net Assets49.87M
American Funds American Balanced R2
Price$37.32
Change+$0.14 (+0.38%)
VolumeN/A
Net Assets269.37B
HDOGX vs RLBBX Comparison Chart in %
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HDOGX vs. RLBBX commentary
Dec 27, 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 (49.9M). 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 : 13.99 vs. RLBBX (8.55). HDOGX (31.38) and RLBBX (30.71) have equivalent 5 years return.
| 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 | 14.603 | 9.989 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.9M | 269B | 0% |
| Annual Yield % from dividends | 2.17 | 1.07 | 203% |
| Returns for 1 year | 13.99 | 8.55 | 164% |
| Returns for 3 years | 21.04 | 34.81 | 60% |
| Returns for 5 years | 31.38 | 30.71 | 102% |
| Returns for 10 years | 37.31 | 65.97 | 57% |
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