BALCX
Price
$40.10
Change
-$0.32 (-0.79%)
Updated
Jul 13 closing price
Net Assets
288.09B
HDOGX
Price
$15.33
Change
+$0.05 (+0.33%)
Updated
Jul 13 closing price
Net Assets
50.3M
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BALCX vs HDOGX

BALCX vs HDOGX Comparison Chart in %
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BALCX vs. HDOGX commentary
Jul 14, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. HDOGX (50.3M). HDOGX pays higher dividends than BALCX: HDOGX (2.07) vs BALCX (1.14). 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 : 12.86 vs. BALCX (11.18). BALCX return over 5 years is better than : 29.01 vs. HDOGX (26.36).
BALCXHDOGXBALCX / HDOGX
Total Expense Ratio1.303.2540%
Annual Report Gross Expense Ratio1.303.2540%
Fund Existence25 years28 years-
Gain YTD8.1486.290130%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets288B50.3M572,565%
Annual Yield % from dividends1.142.0755%
Returns for 1 year11.1812.8687%
Returns for 3 years36.5729.28125%
Returns for 5 years29.0126.36110%
Returns for 10 years72.7431.52231%
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