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BALFX vs HDOGX
BALFX vs HDOGX Comparison
Open Charts BALFX vs HDOGX
BALFX vs HDOGX Comparison Chart in %
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BALFX vs. HDOGX commentary
Aug 23, 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 Hold and HDOGX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. HDOGX (52.6M). HDOGX pays higher dividends than BALFX: HDOGX (2.01) vs BALFX (1.78). BALFX was incepted earlier than HDOGX: BALFX (25 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 : 17.66 vs. BALFX (12.57). BALFX (33.93) and HDOGX (33.27) 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 | 25 years | 28 years | - |
| Gain YTD | 10.064 | 11.854 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 52.6M | 538,023% |
| Annual Yield % from dividends | 1.78 | 2.01 | 89% |
| Returns for 1 year | 12.57 | 17.66 | 71% |
| Returns for 3 years | 44.90 | 34.68 | 129% |
| Returns for 5 years | 33.93 | 33.27 | 102% |
| Returns for 10 years | 82.80 | 39.48 | 210% |
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