BALCX
Price
$36.30
Change
-$0.08 (-0.22%)
Updated
Jul 1 closing price
Net Assets
251.12B
HDOGX
Price
$13.85
Change
+$0.13 (+0.95%)
Updated
Jul 1 closing price
Net Assets
49.12M
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BALCX vs HDOGX

Header iconBALCX vs HDOGX Comparison
Open Charts BALCX vs HDOGXBanner chart's image
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 %
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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.

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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).
BALCXHDOGXBALCX / HDOGX
Total Expense Ratio1.313.6236%
Annual Report Gross Expense Ratio1.313.6236%
Fund Existence24 years27 years-
Gain YTD7.1256.799105%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets251B49.1M511,202%
Annual Yield % from dividends1.192.5048%
Returns for 1 year7.578.8286%
Returns for 3 years31.8210.31309%
Returns for 5 years36.4323.21157%
Returns for 10 years57.0218.79303%
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