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BALCX vs HDOGX
BALCX vs HDOGX Comparison
Open Charts BALCX vs HDOGX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Hennessy Total Return Investor
Price$15.14
Change+$1.17 (+8.38%)
VolumeN/A
Net Assets50.67M
BALCX vs HDOGX Comparison Chart in %
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BALCX vs. HDOGX 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 BALCX is a Hold and HDOGX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. HDOGX (50.7M). HDOGX pays higher dividends than BALCX: HDOGX (2.11) vs BALCX (1.25). BALCX was incepted earlier than HDOGX: BALCX (25 years) vs HDOGX (28 years). HDOGX (3.62) is less costly to investors than BALCX (1.31). BALCX has a lower initial minimum investment than HDOGX: BALCX (250) vs HDOGX (2500). HDOGX annual gain was more profitable for investors over the last year : 13.63 vs. BALCX (10.51). HDOGX return over 5 years is better than : 33.24 vs. BALCX (31.49).
| BALCX | HDOGX | BALCX / HDOGX | |
| Total Expense Ratio | 1.31 | 3.62 | 36% |
| Annual Report Gross Expense Ratio | 1.31 | 3.62 | 36% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 2.396 | 3.984 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 50.7M | 532,544% |
| Annual Yield % from dividends | 1.25 | 2.11 | 59% |
| Returns for 1 year | 10.51 | 13.63 | 77% |
| Returns for 3 years | 33.72 | 23.36 | 144% |
| Returns for 5 years | 31.49 | 33.24 | 95% |
| Returns for 10 years | 79.52 | 45.51 | 175% |
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