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BALFX vs HDOGX
BALFX vs HDOGX Comparison
Open Charts BALFX vs HDOGX
American Funds American Balanced F1
Price$36.57
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets251.12B
Hennessy Total Return Investor
Price$13.85
Change+$0.13 (+0.95%)
VolumeN/A
Net Assets49.12M
BALFX vs HDOGX Comparison Chart in %
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BALFX vs. HDOGX commentary
Jul 03, 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: 251B vs. HDOGX (49.1M). HDOGX pays higher dividends than BALFX: HDOGX (2.50) vs BALFX (1.81). 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 : 8.82 vs. BALFX (8.36). BALFX return over 5 years is better than : 40.52 vs. HDOGX (23.21).
| 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 | 7.488 | 6.799 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 49.1M | 511,202% |
| Annual Yield % from dividends | 1.81 | 2.50 | 72% |
| Returns for 1 year | 8.36 | 8.82 | 95% |
| Returns for 3 years | 34.30 | 10.31 | 333% |
| Returns for 5 years | 40.52 | 23.21 | 175% |
| Returns for 10 years | 63.78 | 18.79 | 339% |
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