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BALFX vs HDOGX
BALFX vs HDOGX Comparison
Open Charts BALFX vs HDOGX
American Funds American Balanced F1
Price$38.37
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Hennessy Total Return Investor
Price$15.14
Change+$1.17 (+8.38%)
VolumeN/A
Net Assets50.67M
BALFX vs HDOGX Comparison Chart in %
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BALFX vs. HDOGX commentary
Feb 04, 2026
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 Hold and HDOGX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. HDOGX (50.7M). HDOGX pays higher dividends than BALFX: HDOGX (2.11) vs BALFX (1.86). BALFX was incepted earlier than HDOGX: BALFX (25 years) vs HDOGX (28 years). HDOGX (3.62) is less costly to investors than BALFX (0.61). 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 : 13.63 vs. BALFX (11.33). BALFX return over 5 years is better than : 35.49 vs. HDOGX (33.24).
| 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 | 28 years | - |
| Gain YTD | 2.457 | 3.984 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 50.7M | 532,544% |
| Annual Yield % from dividends | 1.86 | 2.11 | 88% |
| Returns for 1 year | 11.33 | 13.63 | 83% |
| Returns for 3 years | 36.69 | 23.36 | 157% |
| Returns for 5 years | 35.49 | 33.24 | 107% |
| Returns for 10 years | 87.98 | 45.51 | 193% |
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