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BALCX vs HDOGX
BALCX vs HDOGX Comparison
Open Charts BALCX vs HDOGX
American Funds American Balanced C
Price$37.32
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
Hennessy Total Return Investor
Price$14.64
Change+$0.09 (+0.62%)
VolumeN/A
Net Assets49.87M
BALCX vs HDOGX Comparison Chart in %
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BALCX vs. HDOGX commentary
Dec 26, 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 StrongBuy and HDOGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. HDOGX (49.9M). HDOGX pays higher dividends than BALCX: HDOGX (2.17) vs BALCX (1.08). 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 : 13.99 vs. BALCX (8.54). HDOGX (31.38) and BALCX (30.78) have equivalent 5 years return.
| 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 | 10.004 | 14.603 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 49.9M | 539,078% |
| Annual Yield % from dividends | 1.08 | 2.17 | 50% |
| Returns for 1 year | 8.54 | 13.99 | 61% |
| Returns for 3 years | 34.84 | 21.04 | 166% |
| Returns for 5 years | 30.78 | 31.38 | 98% |
| Returns for 10 years | 66.04 | 37.31 | 177% |
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