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BALCX vs HDOGX
BALCX vs HDOGX Comparison
Open Charts BALCX vs HDOGX
American Funds American Balanced C
Price$34.95
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets240.76B
Hennessy Total Return Investor
Price$13.65
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets48.5M
BALCX vs HDOGX Comparison Chart
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BALCX vs. HDOGX commentary
May 21, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. HDOGX (48.5M). HDOGX pays higher dividends than BALCX: HDOGX (2.69) vs BALCX (1.29). 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 (4.88) and HDOGX (4.67) have marching annual gain over last year. BALCX return over 5 years is better than : 35.48 vs. HDOGX (23.75).
| BALCX | HDOGX | BALCX / HDOGX | |
| Total Expense Ratio | 1.31 | 3.62 | 36% |
| Annual Report Gross Expense Ratio | 1.31 | 3.62 | 36% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 2.780 | 5.791 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 48.5M | 496,907% |
| Annual Yield % from dividends | 1.29 | 2.69 | 48% |
| Returns for 1 year | 4.88 | 4.67 | 104% |
| Returns for 3 years | 22.68 | 5.55 | 409% |
| Returns for 5 years | 35.48 | 23.75 | 149% |
| Returns for 10 years | 47.70 | 15.02 | 318% |
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