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BALFX vs HDOGX
BALFX vs HDOGX Comparison
Open Charts BALFX vs HDOGX
American Funds American Balanced F1
Price$39.03
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Hennessy Total Return Investor
Price$14.51
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets50.19M
BALFX vs HDOGX Comparison Chart in %
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BALFX vs. HDOGX commentary
Nov 14, 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: 269B vs. HDOGX (50.2M). HDOGX pays higher dividends than BALFX: HDOGX (2.27) vs BALFX (1.70). 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 (10.40) and BALFX (9.94) have marching annual gain over last year. BALFX return over 5 years is better than : 41.19 vs. HDOGX (25.16).
| 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 | 16.221 | 13.194 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 50.2M | 535,857% |
| Annual Yield % from dividends | 1.70 | 2.27 | 75% |
| Returns for 1 year | 9.94 | 10.40 | 96% |
| Returns for 3 years | 43.43 | 12.39 | 351% |
| Returns for 5 years | 41.19 | 25.16 | 164% |
| Returns for 10 years | 77.81 | 26.77 | 291% |
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