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BALFX vs HDOGX
BALFX vs HDOGX Comparison
Open Charts BALFX vs HDOGX
American Funds American Balanced F1
Price$35.80
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Hennessy Total Return Investor
Price$13.74
Change+$0.10 (+0.73%)
VolumeN/A
Net Assets48.24M
BALFX vs HDOGX Comparison Chart
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BALFX vs. HDOGX commentary
Jun 07, 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: 243B vs. HDOGX (48.2M). HDOGX pays higher dividends than BALFX: HDOGX (2.67) vs BALFX (1.88). 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). BALFX annual gain was more profitable for investors over the last year : 7.08 vs. HDOGX (6.27). BALFX return over 5 years is better than : 34.60 vs. HDOGX (14.70).
| 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 | 4.688 | 5.559 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 48.2M | 504,149% |
| Annual Yield % from dividends | 1.88 | 2.67 | 71% |
| Returns for 1 year | 7.08 | 6.27 | 113% |
| Returns for 3 years | 22.12 | 2.83 | 782% |
| Returns for 5 years | 34.60 | 14.70 | 235% |
| Returns for 10 years | 59.06 | 16.78 | 352% |
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