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BALCX vs HDOGX
BALCX vs HDOGX Comparison
Open Charts BALCX vs HDOGX
American Funds American Balanced C
Price$35.82
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Hennessy Total Return Investor
Price$13.34
Change-$0.08 (-0.60%)
VolumeN/A
CapitalizationN/A
BALCX vs HDOGX Comparison Chart
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BALCX vs. HDOGX commentary
Nov 18, 2024
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 StrongBuy and HDOGX is a Sell.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. HDOGX (48.4M). HDOGX pays higher dividends than BALCX: HDOGX (3.12) vs BALCX (1.59). BALCX was incepted earlier than HDOGX: BALCX (24 years) vs HDOGX (26 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. HDOGX (36.00). 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 : 20.01 vs. HDOGX (6.37). BALCX return over 5 years is better than : 30.97 vs. HDOGX (6.72).
| BALCX | HDOGX | BALCX / HDOGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 13.321 | 3.904 | 341% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 48.4M | 487,603% |
| Annual Yield % from dividends | 1.59 | 3.12 | 51% |
| Returns for 1 year | 20.01 | 6.37 | 314% |
| Returns for 3 years | 8.73 | 5.94 | 147% |
| Returns for 5 years | 30.97 | 6.72 | 461% |
| Returns for 10 years | 44.77 | 3.83 | 1,168% |
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