BALCX
Price
$36.88
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
HDOGX
Price
$13.89
Change
-$0.00 (-0.00%)
Updated
Jul 25 closing price
Net Assets
49.02M
Interact to see
Advertisement

BALCX vs HDOGX

Header iconBALCX vs HDOGX Comparison
Open Charts BALCX vs HDOGXBanner chart's image
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Hennessy Total Return Investor
Price$13.89
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets49.02M
BALCX vs HDOGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BALCX vs. HDOGX commentary
Jul 27, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. HDOGX (49M). HDOGX pays higher dividends than BALCX: HDOGX (2.50) vs BALCX (1.19). BALCX was incepted earlier than HDOGX: BALCX (24 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 : 9.43 vs. HDOGX (7.51). BALCX return over 5 years is better than : 35.43 vs. HDOGX (22.10).
BALCXHDOGXBALCX / HDOGX
Total Expense Ratio1.313.6236%
Annual Report Gross Expense Ratio1.313.6236%
Fund Existence24 years27 years-
Gain YTD8.5978.122106%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets254B49M518,367%
Annual Yield % from dividends1.192.5048%
Returns for 1 year9.437.51126%
Returns for 3 years32.2012.68254%
Returns for 5 years35.4322.10160%
Returns for 10 years58.2120.17289%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
DKS217.195.32
+2.51%
Dick's Sporting Goods
BFIN11.500.01
+0.09%
BankFinancial Corp
HCM17.61-0.17
-0.96%
HUTCHMED (China) Limited
AUTL2.52-0.12
-4.55%
Autolus Therapeutics plc
TAOX8.41-0.49
-5.51%
Tao Synergies Inc