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BALCX vs HEIIX
BALCX vs HEIIX Comparison
Open Charts BALCX vs HEIIX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Hennessy Equity and Income Institutional
Price$13.51
Change-$0.05 (-0.37%)
VolumeN/A
Net Assets47.37M
BALCX vs HEIIX Comparison Chart in %
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BALCX vs. HEIIX commentary
Aug 18, 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: 256B vs. HEIIX (47.4M). BALCX pays higher dividends than HEIIX: BALCX (1.18) vs HEIIX (0.91). 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 : 7.16 vs. HEIIX (-3.84). BALCX return over 5 years is better than : 33.87 vs. HEIIX (-2.53).
| 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 | 9.274 | 4.411 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 47.4M | 540,084% |
| Annual Yield % from dividends | 1.18 | 0.91 | 129% |
| Returns for 1 year | 7.16 | -3.84 | -187% |
| Returns for 3 years | 27.12 | -3.54 | -766% |
| Returns for 5 years | 33.87 | -2.53 | -1,340% |
| Returns for 10 years | 59.19 | -3.75 | -1,577% |
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