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BALFX vs HDOGX
BALFX vs HDOGX Comparison
Open Charts BALFX vs HDOGX
American Funds American Balanced F1
Price$37.97
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets257.73B
Hennessy Total Return Investor
Price$13.91
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets48.83M
BALFX vs HDOGX Comparison Chart in %
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BALFX vs. HDOGX commentary
Sep 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 258B vs. HDOGX (48.8M). HDOGX pays higher dividends than BALFX: HDOGX (2.46) vs BALFX (1.77). 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 : 9.94 vs. HDOGX (5.67). BALFX return over 5 years is better than : 39.60 vs. HDOGX (22.76).
| 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 | 11.360 | 8.278 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 48.8M | 528,689% |
| Annual Yield % from dividends | 1.77 | 2.46 | 72% |
| Returns for 1 year | 9.94 | 5.67 | 175% |
| Returns for 3 years | 39.77 | 16.57 | 240% |
| Returns for 5 years | 39.60 | 22.76 | 174% |
| Returns for 10 years | 75.07 | 26.45 | 284% |
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