Interact to see
Advertisement
Advertisement
BALFX vs HDOGX
BALFX vs HDOGX Comparison
Open Charts BALFX vs HDOGX
American Funds American Balanced F1
Price$37.42
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
Hennessy Total Return Investor
Price$13.85
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets48.81M
BALFX vs HDOGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. HDOGX commentary
Aug 17, 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: 256B vs. HDOGX (48.8M). HDOGX pays higher dividends than BALFX: HDOGX (2.51) vs BALFX (1.79). 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 : 7.95 vs. HDOGX (5.61). BALFX return over 5 years is better than : 37.91 vs. HDOGX (20.71).
| 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 | 9.747 | 7.811 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 48.8M | 524,590% |
| Annual Yield % from dividends | 1.79 | 2.51 | 71% |
| Returns for 1 year | 7.95 | 5.61 | 142% |
| Returns for 3 years | 29.46 | 9.26 | 318% |
| Returns for 5 years | 37.91 | 20.71 | 183% |
| Returns for 10 years | 66.08 | 20.08 | 329% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement