BALFX
Price
$40.43
Change
-$0.32 (-0.79%)
Updated
Jul 13 closing price
Net Assets
288.09B
HDOGX
Price
$15.33
Change
+$0.05 (+0.33%)
Updated
Jul 13 closing price
Net Assets
50.3M
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BALFX vs HDOGX

BALFX vs HDOGX Comparison Chart in %
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BALFX vs. HDOGX commentary
Jul 14, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. HDOGX (50.3M). HDOGX pays higher dividends than BALFX: HDOGX (2.07) 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). HDOGX annual gain was more profitable for investors over the last year : 12.86 vs. BALFX (12.01). BALFX return over 5 years is better than : 32.95 vs. HDOGX (26.36).
BALFXHDOGXBALFX / HDOGX
Total Expense Ratio0.613.2519%
Annual Report Gross Expense Ratio0.613.2519%
Fund Existence25 years28 years-
Gain YTD8.5336.290136%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets288B50.3M572,565%
Annual Yield % from dividends1.752.0785%
Returns for 1 year12.0112.8693%
Returns for 3 years39.5529.28135%
Returns for 5 years32.9526.36125%
Returns for 10 years81.3431.52258%
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