BALFX
Price
$41.06
Change
+$0.10 (+0.24%)
Updated
Jun 2 closing price
Net Assets
278.87B
HDOGX
Price
$14.92
Change
-$0.01 (-0.07%)
Updated
Jun 2 closing price
Net Assets
49.34M
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BALFX vs HDOGX

Header iconBALFX vs HDOGX Comparison
Open Charts BALFX vs HDOGXBanner chart's image
BALFX vs HDOGX Comparison Chart in %
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BALFX vs. HDOGX commentary
Jun 03, 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 Buy.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 279B vs. HDOGX (49.3M). HDOGX pays higher dividends than BALFX: HDOGX (2.10) vs BALFX (1.75). 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). BALFX annual gain was more profitable for investors over the last year : 17.70 vs. HDOGX (11.49). BALFX return over 5 years is better than : 35.27 vs. HDOGX (19.72).
BALFXHDOGXBALFX / HDOGX
Total Expense Ratio0.613.2519%
Annual Report Gross Expense Ratio0.613.2519%
Fund Existence25 years28 years-
Gain YTD9.6733.330291%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets279B49.3M565,923%
Annual Yield % from dividends1.752.1083%
Returns for 1 year17.7011.49154%
Returns for 3 years45.4326.97168%
Returns for 5 years35.2719.72179%
Returns for 10 years85.7933.37257%
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