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BALCX vs HDOGX
BALCX vs HDOGX Comparison
Open Charts BALCX vs HDOGX
American Funds American Balanced C
Price$35.09
Change+$0.24 (+0.69%)
VolumeN/A
Net Assets241.03B
Hennessy Total Return Investor
Price$13.63
Change+$0.17 (+1.26%)
VolumeN/A
Net Assets48.36M
BALCX vs HDOGX Comparison Chart
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BALCX vs. HDOGX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B 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 (27 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 : 11.25 vs. HDOGX (5.08). BALCX return over 5 years is better than : 29.82 vs. HDOGX (10.52).
| BALCX | HDOGX | BALCX / HDOGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 3.054 | 3.300 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 48.4M | 497,934% |
| Annual Yield % from dividends | 1.59 | 3.12 | 51% |
| Returns for 1 year | 11.25 | 5.08 | 222% |
| Returns for 3 years | 12.88 | 4.55 | 283% |
| Returns for 5 years | 29.82 | 10.52 | 283% |
| Returns for 10 years | 51.48 | 15.87 | 324% |
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