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BALCX vs HDOGX
BALCX vs HDOGX Comparison
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BALCX vs HDOGX Comparison Chart in %
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BALCX vs. HDOGX commentary
Aug 23, 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 Hold and HDOGX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. HDOGX (52.6M). HDOGX pays higher dividends than BALCX: HDOGX (2.01) vs BALCX (1.16). BALCX was incepted earlier than HDOGX: BALCX (25 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 : 17.66 vs. BALCX (11.76). HDOGX return over 5 years is better than : 33.27 vs. BALCX (29.99).
| BALCX | HDOGX | BALCX / HDOGX | |
| Total Expense Ratio | 1.30 | 3.25 | 40% |
| Annual Report Gross Expense Ratio | 1.30 | 3.25 | 40% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 9.604 | 11.854 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 52.6M | 538,023% |
| Annual Yield % from dividends | 1.16 | 2.01 | 58% |
| Returns for 1 year | 11.76 | 17.66 | 67% |
| Returns for 3 years | 41.83 | 34.68 | 121% |
| Returns for 5 years | 29.99 | 33.27 | 90% |
| Returns for 10 years | 74.16 | 39.48 | 188% |
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