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BALCX vs HDOGX
BALCX vs HDOGX Comparison
Open Charts BALCX vs HDOGX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
Hennessy Total Return Investor
Price$13.05
Change-$0.18 (-1.36%)
VolumeN/A
CapitalizationN/A
BALCX vs HDOGX Comparison Chart
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BALCX vs. HDOGX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. HDOGX (48M). 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 : 11.89 vs. HDOGX (4.68). BALCX return over 5 years is better than : 28.93 vs. HDOGX (4.35).
| 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 | 10.937 | 3.047 | 359% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 48M | 502,083% |
| Annual Yield % from dividends | 1.59 | 3.12 | 51% |
| Returns for 1 year | 11.89 | 4.68 | 254% |
| Returns for 3 years | 10.17 | 5.07 | 201% |
| Returns for 5 years | 28.93 | 4.35 | 665% |
| Returns for 10 years | 40.96 | 11.51 | 356% |
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