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BALCX vs HDOGX
BALCX vs HDOGX Comparison
Open Charts BALCX vs HDOGX
BALCX vs HDOGX Comparison Chart in %
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BALCX vs. HDOGX commentary
Jun 03, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. HDOGX (49.3M). HDOGX pays higher dividends than BALCX: HDOGX (2.10) 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). BALCX annual gain was more profitable for investors over the last year : 16.84 vs. HDOGX (11.49). BALCX return over 5 years is better than : 31.27 vs. HDOGX (19.72).
| 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 | 9.372 | 3.330 | 281% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 49.3M | 565,923% |
| Annual Yield % from dividends | 1.16 | 2.10 | 55% |
| Returns for 1 year | 16.84 | 11.49 | 147% |
| Returns for 3 years | 42.32 | 26.97 | 157% |
| Returns for 5 years | 31.27 | 19.72 | 159% |
| Returns for 10 years | 77.17 | 33.37 | 231% |
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