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BALFX vs HDOGX
BALFX vs HDOGX Comparison
Open Charts BALFX vs HDOGX
American Funds American Balanced F1
Price$32.93
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
Hennessy Total Return Investor
Price$13.44
Change+$0.10 (+0.75%)
VolumeN/A
Net Assets47.64M
BALFX vs HDOGX Comparison Chart
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BALFX vs. HDOGX commentary
Apr 18, 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: 225B vs. HDOGX (47.6M). HDOGX pays higher dividends than BALFX: HDOGX (2.60) vs BALFX (1.95). BALFX was incepted earlier than HDOGX: BALFX (24 years) vs HDOGX (27 years). HDOGX (3.37) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 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 : 6.26 vs. BALFX (2.53). BALFX return over 5 years is better than : 31.55 vs. HDOGX (20.67).
| BALFX | HDOGX | BALFX / HDOGX | |
| Total Expense Ratio | 0.62 | 3.37 | 18% |
| Annual Report Gross Expense Ratio | 0.62 | 3.37 | 18% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | -3.705 | 3.237 | -114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 47.6M | 472,689% |
| Annual Yield % from dividends | 1.95 | 2.60 | 75% |
| Returns for 1 year | 2.53 | 6.26 | 40% |
| Returns for 3 years | 9.90 | 1.70 | 584% |
| Returns for 5 years | 31.55 | 20.67 | 153% |
| Returns for 10 years | 44.27 | 12.94 | 342% |
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