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BALFX vs HDOGX
BALFX vs HDOGX Comparison
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BALFX vs HDOGX Comparison Chart in %
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BALFX vs. HDOGX commentary
Sep 13, 2026
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: 285B vs. HDOGX (51.2M). HDOGX pays higher dividends than BALFX: HDOGX (1.97) vs BALFX (1.76). BALFX was incepted earlier than HDOGX: BALFX (26 years) vs HDOGX (28 years). HDOGX (3.25) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. HDOGX (35.00). 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 : 14.75 vs. BALFX (6.65). BALFX (31.40) and HDOGX (31.13) have equivalent 5 years return.
| BALFX | HDOGX | BALFX / HDOGX | |
| Total Expense Ratio | 0.61 | 3.25 | 19% |
| Annual Report Gross Expense Ratio | 0.61 | 3.25 | 19% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 8.480 | 8.933 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 51.2M | 556,641% |
| Annual Yield % from dividends | 1.76 | 1.97 | 90% |
| Returns for 1 year | 6.65 | 14.75 | 45% |
| Returns for 3 years | 41.33 | 28.87 | 143% |
| Returns for 5 years | 31.40 | 31.13 | 101% |
| Returns for 10 years | 83.89 | 38.08 | 220% |
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