BALFX
Price
$36.57
Change
-$0.08 (-0.22%)
Updated
Jul 1 closing price
Net Assets
251.12B
HDOGX
Price
$13.85
Change
+$0.13 (+0.95%)
Updated
Jul 1 closing price
Net Assets
49.12M
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BALFX vs HDOGX

Header iconBALFX vs HDOGX Comparison
Open Charts BALFX vs HDOGXBanner chart's image
American Funds American Balanced F1
Price$36.57
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets251.12B
Hennessy Total Return Investor
Price$13.85
Change+$0.13 (+0.95%)
VolumeN/A
Net Assets49.12M
BALFX vs HDOGX Comparison Chart in %
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BALFX vs. HDOGX commentary
Jul 03, 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.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 251B vs. HDOGX (49.1M). HDOGX pays higher dividends than BALFX: HDOGX (2.50) vs BALFX (1.81). 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). HDOGX annual gain was more profitable for investors over the last year : 8.82 vs. BALFX (8.36). BALFX return over 5 years is better than : 40.52 vs. HDOGX (23.21).
BALFXHDOGXBALFX / HDOGX
Total Expense Ratio0.613.6217%
Annual Report Gross Expense Ratio0.613.6217%
Fund Existence24 years27 years-
Gain YTD7.4886.799110%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets251B49.1M511,202%
Annual Yield % from dividends1.812.5072%
Returns for 1 year8.368.8295%
Returns for 3 years34.3010.31333%
Returns for 5 years40.5223.21175%
Returns for 10 years63.7818.79339%
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