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BALCX vs HDOGX
BALCX vs HDOGX Comparison
Open Charts BALCX vs HDOGX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Hennessy Total Return Investor
Price$13.91
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets48.83M
BALCX vs HDOGX Comparison Chart in %
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BALCX vs. HDOGX commentary
Sep 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 258B vs. HDOGX (48.8M). HDOGX pays higher dividends than BALCX: HDOGX (2.46) vs BALCX (1.16). BALCX was incepted earlier than HDOGX: BALCX (25 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). BALCX annual gain was more profitable for investors over the last year : 9.12 vs. HDOGX (5.67). BALCX return over 5 years is better than : 35.50 vs. HDOGX (22.76).
| BALCX | HDOGX | BALCX / HDOGX | |
| Total Expense Ratio | 1.31 | 3.62 | 36% |
| Annual Report Gross Expense Ratio | 1.31 | 3.62 | 36% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 10.835 | 8.278 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 48.8M | 528,689% |
| Annual Yield % from dividends | 1.16 | 2.46 | 47% |
| Returns for 1 year | 9.12 | 5.67 | 161% |
| Returns for 3 years | 37.20 | 16.57 | 224% |
| Returns for 5 years | 35.50 | 22.76 | 156% |
| Returns for 10 years | 67.85 | 26.45 | 257% |
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