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BALFX vs HDOGX
BALFX vs HDOGX Comparison
Open Charts BALFX vs HDOGX
American Funds American Balanced F1
Price$39.82
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Hennessy Total Return Investor
Price$14.70
Change+$0.10 (+0.68%)
VolumeN/A
Net Assets50.63M
BALFX vs HDOGX Comparison Chart in %
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BALFX vs. HDOGX commentary
Dec 04, 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 BALFX is a StrongBuy and HDOGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. HDOGX (50.6M). HDOGX pays higher dividends than BALFX: HDOGX (2.17) vs BALFX (1.67). BALFX was incepted earlier than HDOGX: BALFX (25 years) vs HDOGX (27 years). HDOGX (3.62) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. HDOGX (32.00). BALFX has a lower initial minimum investment than HDOGX: BALFX (250) vs HDOGX (2500). HDOGX annual gain was more profitable for investors over the last year : 9.80 vs. BALFX (9.26). BALFX return over 5 years is better than : 38.94 vs. HDOGX (23.10).
| BALFX | HDOGX | BALFX / HDOGX | |
| Total Expense Ratio | 0.61 | 3.62 | 17% |
| Annual Report Gross Expense Ratio | 0.61 | 3.62 | 17% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 16.544 | 14.760 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 50.6M | 531,621% |
| Annual Yield % from dividends | 1.67 | 2.17 | 77% |
| Returns for 1 year | 9.26 | 9.80 | 94% |
| Returns for 3 years | 40.12 | 12.81 | 313% |
| Returns for 5 years | 38.94 | 23.10 | 169% |
| Returns for 10 years | 74.26 | 26.25 | 283% |
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