Interact to see
Advertisement
Advertisement
BALCX vs HDOGX
BALCX vs HDOGX Comparison
Open Charts BALCX vs HDOGX
BALCX vs HDOGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. HDOGX commentary
Sep 13, 2026
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.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. HDOGX (51.2M). HDOGX pays higher dividends than BALCX: HDOGX (1.97) vs BALCX (1.14). BALCX was incepted earlier than HDOGX: BALCX (26 years) vs HDOGX (28 years). HDOGX (3.25) is less costly to investors than BALCX (1.30). BALCX is a more actively managed with annual turnover of: 50.00 vs. HDOGX (35.00). 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 : 14.75 vs. BALCX (5.86). HDOGX return over 5 years is better than : 31.13 vs. BALCX (27.49).
| BALCX | HDOGX | BALCX / HDOGX | |
| Total Expense Ratio | 1.30 | 3.25 | 40% |
| Annual Report Gross Expense Ratio | 1.30 | 3.25 | 40% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 7.959 | 8.933 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 51.2M | 556,641% |
| Annual Yield % from dividends | 1.14 | 1.97 | 58% |
| Returns for 1 year | 5.86 | 14.75 | 40% |
| Returns for 3 years | 38.31 | 28.87 | 133% |
| Returns for 5 years | 27.49 | 31.13 | 88% |
| Returns for 10 years | 75.19 | 38.08 | 197% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MLAAX | 9.04 | 0.09 | +1.01% |
| NYLIM Winslow Large Cap Growth Class A | |||
| FGKMX | 140.15 | N/A | N/A |
| Fidelity Advisor Communication ServicesZ | |||
| GGLIX | 14.60 | N/A | N/A |
| abrdn US Sustainable Leaders Instl | |||
| RPGEX | 49.69 | N/A | N/A |
| T. Rowe Price Global Growth Stock | |||
| MSPTX | 15.92 | N/A | N/A |
| Morgan Stanley Inst Global Insgt C | |||