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BALCX vs HDOGX
BALCX vs HDOGX Comparison
Open Charts BALCX vs HDOGX
American Funds American Balanced C
Price$36.96
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets255.61B
Hennessy Total Return Investor
Price$13.84
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets48.81M
BALCX vs HDOGX Comparison Chart in %
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BALCX vs. HDOGX commentary
Aug 20, 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 BALCX is a Buy and HDOGX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. HDOGX (48.8M). HDOGX pays higher dividends than BALCX: HDOGX (2.51) vs BALCX (1.18). BALCX was incepted earlier than HDOGX: BALCX (24 years) vs HDOGX (27 years). HDOGX (3.62) is less costly to investors than BALCX (1.31). BALCX is a more actively managed with annual turnover of: 44.00 vs. HDOGX (32.00). BALCX has a lower initial minimum investment than HDOGX: BALCX (250) vs HDOGX (2500). BALCX annual gain was more profitable for investors over the last year : 7.01 vs. HDOGX (5.22). BALCX return over 5 years is better than : 33.97 vs. HDOGX (21.85).
| BALCX | HDOGX | BALCX / HDOGX | |
| Total Expense Ratio | 1.31 | 3.62 | 36% |
| Annual Report Gross Expense Ratio | 1.31 | 3.62 | 36% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 9.245 | 7.733 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 48.8M | 524,590% |
| Annual Yield % from dividends | 1.18 | 2.51 | 47% |
| Returns for 1 year | 7.01 | 5.22 | 134% |
| Returns for 3 years | 28.62 | 9.90 | 289% |
| Returns for 5 years | 33.97 | 21.85 | 155% |
| Returns for 10 years | 65.17 | 24.79 | 263% |
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