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BALFX vs HDOGX
BALFX vs HDOGX Comparison
Open Charts BALFX vs HDOGX
American Funds American Balanced F1
Price$38.67
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
Hennessy Total Return Investor
Price$14.52
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets50.13M
BALFX vs HDOGX Comparison Chart in %
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BALFX vs. HDOGX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 264B vs. HDOGX (50.1M). HDOGX pays higher dividends than BALFX: HDOGX (2.27) vs BALFX (1.70). 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). HDOGX annual gain was more profitable for investors over the last year : 10.80 vs. BALFX (8.79). BALFX return over 5 years is better than : 37.92 vs. HDOGX (25.13).
| 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 | 13.721 | 13.429 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 50.1M | 526,946% |
| Annual Yield % from dividends | 1.70 | 2.27 | 75% |
| Returns for 1 year | 8.79 | 10.80 | 81% |
| Returns for 3 years | 40.54 | 12.86 | 315% |
| Returns for 5 years | 37.92 | 25.13 | 151% |
| Returns for 10 years | 70.45 | 25.32 | 278% |
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