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BALFX vs HDOGX
BALFX vs HDOGX Comparison
Open Charts BALFX vs HDOGX
American Funds American Balanced F1
Price$34.34
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Hennessy Total Return Investor
Price$13.44
Change-$0.06 (-0.44%)
VolumeN/A
Net Assets47.97M
BALFX vs HDOGX Comparison Chart
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BALFX vs. HDOGX commentary
May 09, 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 BALFX is a Buy and HDOGX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 234B vs. HDOGX (48M). HDOGX pays higher dividends than BALFX: HDOGX (2.69) vs BALFX (1.95). BALFX was incepted earlier than HDOGX: BALFX (24 years) vs HDOGX (27 years). HDOGX (3.62) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. HDOGX (32.00). BALFX has a lower initial minimum investment than HDOGX: BALFX (250) vs HDOGX (2500). HDOGX annual gain was more profitable for investors over the last year : 5.02 vs. BALFX (4.68). BALFX return over 5 years is better than : 36.57 vs. HDOGX (21.14).
| BALFX | HDOGX | BALFX / HDOGX | |
| Total Expense Ratio | 0.61 | 3.62 | 17% |
| Annual Report Gross Expense Ratio | 0.61 | 3.62 | 17% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 0.419 | 4.475 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 48M | 487,500% |
| Annual Yield % from dividends | 1.95 | 2.69 | 73% |
| Returns for 1 year | 4.68 | 5.02 | 93% |
| Returns for 3 years | 21.77 | 4.31 | 505% |
| Returns for 5 years | 36.57 | 21.14 | 173% |
| Returns for 10 years | 50.51 | 14.06 | 359% |
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