BALCX
Price
$36.57
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
HDOGX
Price
$13.88
Change
+$0.04 (+0.29%)
Updated
Jul 3 closing price
Net Assets
49.15M
Interact to see
Advertisement

BALCX vs HDOGX

Header iconBALCX vs HDOGX Comparison
Open Charts BALCX vs HDOGXBanner chart's image
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Hennessy Total Return Investor
Price$13.88
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets49.15M
BALCX vs HDOGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BALCX vs. HDOGX commentary
Jul 07, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. HDOGX (49.1M). HDOGX pays higher dividends than BALCX: HDOGX (2.50) vs BALCX (1.19). 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). HDOGX annual gain was more profitable for investors over the last year : 10.26 vs. BALCX (7.03). BALCX return over 5 years is better than : 37.14 vs. HDOGX (24.65).
BALCXHDOGXBALCX / HDOGX
Total Expense Ratio1.313.6236%
Annual Report Gross Expense Ratio1.313.6236%
Fund Existence24 years27 years-
Gain YTD7.6848.04596%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets252B49.1M513,238%
Annual Yield % from dividends1.192.5048%
Returns for 1 year7.0310.2669%
Returns for 3 years32.5111.60280%
Returns for 5 years37.1424.65151%
Returns for 10 years58.1620.60282%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
PROK0.640.06
+10.11%
ProKidney Corp
HROW31.751.18
+3.86%
Harrow
XRTX0.900.01
+0.87%
XORTX Therapeutics
PAG182.560.07
+0.04%
Penske Automotive Group
THS20.90-0.14
-0.67%
Treehouse Foods