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BALFX vs HDOGX
BALFX vs HDOGX Comparison
Open Charts BALFX vs HDOGX
American Funds American Balanced F1
Price$38.90
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
Hennessy Total Return Investor
Price$14.03
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets49.05M
BALFX vs HDOGX Comparison Chart in %
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BALFX vs. HDOGX commentary
Oct 08, 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 Hold and HDOGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. HDOGX (49M). HDOGX pays higher dividends than BALFX: HDOGX (2.30) vs BALFX (1.72). BALFX was incepted earlier than HDOGX: BALFX (25 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 : 9.95 vs. HDOGX (4.40). BALFX return over 5 years is better than : 42.29 vs. HDOGX (24.56).
| BALFX | HDOGX | BALFX / HDOGX | |
| Total Expense Ratio | 0.61 | 3.62 | 17% |
| Annual Report Gross Expense Ratio | 0.61 | 3.62 | 17% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 14.398 | 9.437 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 49M | 542,857% |
| Annual Yield % from dividends | 1.72 | 2.30 | 75% |
| Returns for 1 year | 9.95 | 4.40 | 226% |
| Returns for 3 years | 51.00 | 22.96 | 222% |
| Returns for 5 years | 42.29 | 24.56 | 172% |
| Returns for 10 years | 76.38 | 23.53 | 325% |
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