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BALFX vs HDOGX
BALFX vs HDOGX Comparison
Open Charts BALFX vs HDOGX
American Funds American Balanced F1
Price$38.97
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Hennessy Total Return Investor
Price$14.04
Change+$0.11 (+0.79%)
VolumeN/A
Net Assets48.82M
BALFX vs HDOGX Comparison Chart in %
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BALFX vs. HDOGX commentary
Oct 19, 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 Buy and HDOGX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 265B vs. HDOGX (48.8M). HDOGX pays higher dividends than BALFX: HDOGX (2.30) vs BALFX (1.72). 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). BALFX annual gain was more profitable for investors over the last year : 8.67 vs. HDOGX (3.27). BALFX return over 5 years is better than : 41.92 vs. HDOGX (25.69).
| 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 | 14.603 | 9.907 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 48.8M | 543,033% |
| Annual Yield % from dividends | 1.72 | 2.30 | 75% |
| Returns for 1 year | 8.67 | 3.27 | 265% |
| Returns for 3 years | 50.44 | 19.25 | 262% |
| Returns for 5 years | 41.92 | 25.69 | 163% |
| Returns for 10 years | 75.26 | 23.35 | 322% |
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