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BALCX vs HDOGX
BALCX vs HDOGX Comparison
Open Charts BALCX vs HDOGX
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 %
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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.
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).
| 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 | 7.684 | 8.045 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 49.1M | 513,238% |
| Annual Yield % from dividends | 1.19 | 2.50 | 48% |
| Returns for 1 year | 7.03 | 10.26 | 69% |
| Returns for 3 years | 32.51 | 11.60 | 280% |
| Returns for 5 years | 37.14 | 24.65 | 151% |
| Returns for 10 years | 58.16 | 20.60 | 282% |
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