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BALCX vs HEIIX
BALCX vs HEIIX Comparison
Open Charts BALCX vs HEIIX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Hennessy Equity and Income Institutional
Price$13.08
Change-$0.14 (-1.06%)
VolumeN/A
Net Assets50.74M
BALCX vs HEIIX Comparison Chart
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BALCX vs. HEIIX commentary
Jun 16, 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 BALCX is a Buy and HEIIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 244B vs. HEIIX (50.7M). BALCX pays higher dividends than HEIIX: BALCX (1.24) vs HEIIX (0.97). BALCX was incepted earlier than HEIIX: BALCX (24 years) vs HEIIX (28 years). BALCX (1.31) is less costly to investors than HEIIX (1.18). BALCX is a more actively managed with annual turnover of: 44.00 vs. HEIIX (16.00). BALCX has a lower initial minimum investment than HEIIX: BALCX (250) vs HEIIX (250000). BALCX annual gain was more profitable for investors over the last year : 4.49 vs. HEIIX (-3.88). BALCX return over 5 years is better than : 34.15 vs. HEIIX (1.44).
| BALCX | HEIIX | BALCX / HEIIX | |
| Total Expense Ratio | 1.31 | 1.18 | 111% |
| Annual Report Gross Expense Ratio | 1.31 | 1.18 | 111% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 4.121 | 0.823 | 501% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 50.7M | 481,262% |
| Annual Yield % from dividends | 1.24 | 0.97 | 128% |
| Returns for 1 year | 4.49 | -3.88 | -116% |
| Returns for 3 years | 30.13 | 2.87 | 1,049% |
| Returns for 5 years | 34.15 | 1.44 | 2,373% |
| Returns for 10 years | 51.38 | -8.60 | -597% |
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