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BALCX vs HDOGX
BALCX vs HDOGX Comparison
Open Charts BALCX vs HDOGX
American Funds American Balanced C
Price$38.61
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
Hennessy Total Return Investor
Price$14.03
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets49.05M
BALCX vs HDOGX Comparison Chart in %
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BALCX vs. HDOGX commentary
Oct 08, 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 Hold and HDOGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. HDOGX (49M). HDOGX pays higher dividends than BALCX: HDOGX (2.30) vs BALCX (1.12). 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 : 9.16 vs. HDOGX (4.40). BALCX return over 5 years is better than : 38.15 vs. HDOGX (24.56).
| 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 | 13.806 | 9.437 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 49M | 542,857% |
| Annual Yield % from dividends | 1.12 | 2.30 | 49% |
| Returns for 1 year | 9.16 | 4.40 | 208% |
| Returns for 3 years | 48.04 | 22.96 | 209% |
| Returns for 5 years | 38.15 | 24.56 | 155% |
| Returns for 10 years | 68.87 | 23.53 | 293% |
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