Interact to see
Advertisement
Advertisement
BALCX vs HDOGX
BALCX vs HDOGX Comparison
Open Charts BALCX vs HDOGX
American Funds American Balanced C
Price$36.30
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets251.12B
Hennessy Total Return Investor
Price$13.85
Change+$0.13 (+0.95%)
VolumeN/A
Net Assets49.12M
BALCX vs HDOGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. HDOGX commentary
Jul 03, 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: 251B vs. HDOGX (49.1M). 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). HDOGX annual gain was more profitable for investors over the last year : 8.82 vs. BALCX (7.57). BALCX return over 5 years is better than : 36.43 vs. HDOGX (23.21).
| 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 | 7.125 | 6.799 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 49.1M | 511,202% |
| Annual Yield % from dividends | 1.19 | 2.50 | 48% |
| Returns for 1 year | 7.57 | 8.82 | 86% |
| Returns for 3 years | 31.82 | 10.31 | 309% |
| Returns for 5 years | 36.43 | 23.21 | 157% |
| Returns for 10 years | 57.02 | 18.79 | 303% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement