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BALCX vs HDOGX
BALCX vs HDOGX Comparison
Open Charts BALCX vs HDOGX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Hennessy Total Return Investor
Price$14.51
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets50.19M
BALCX vs HDOGX Comparison Chart in %
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BALCX vs. HDOGX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. HDOGX (50.2M). HDOGX pays higher dividends than BALCX: HDOGX (2.27) vs BALCX (1.10). BALCX was incepted earlier than HDOGX: BALCX (25 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). HDOGX annual gain was more profitable for investors over the last year : 10.40 vs. BALCX (7.94). BALCX return over 5 years is better than : 35.35 vs. HDOGX (25.16).
| 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 | 27 years | - |
| Gain YTD | 14.101 | 13.194 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 50.2M | 535,857% |
| Annual Yield % from dividends | 1.10 | 2.27 | 49% |
| Returns for 1 year | 7.94 | 10.40 | 76% |
| Returns for 3 years | 39.68 | 12.39 | 320% |
| Returns for 5 years | 35.35 | 25.16 | 140% |
| Returns for 10 years | 66.50 | 26.77 | 248% |
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