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BALCX vs HEIIX
BALCX vs HEIIX Comparison
Open Charts BALCX vs HEIIX
American Funds American Balanced C
Price$37.32
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
Hennessy Equity and Income Institutional
Price$12.52
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets42.89M
BALCX vs HEIIX Comparison Chart in %
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BALCX vs. HEIIX commentary
Dec 27, 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 StrongBuy and HEIIX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. HEIIX (42.9M). BALCX pays higher dividends than HEIIX: BALCX (1.08) vs HEIIX (0.80). BALCX was incepted earlier than HEIIX: BALCX (25 years) vs HEIIX (29 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 : 8.54 vs. HEIIX (-4.05). BALCX return over 5 years is better than : 30.78 vs. HEIIX (-9.87).
| BALCX | HEIIX | BALCX / HEIIX | |
| Total Expense Ratio | 1.31 | 1.18 | 111% |
| Annual Report Gross Expense Ratio | 1.31 | 1.18 | 111% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 10.004 | -3.071 | -326% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 42.9M | 627,040% |
| Annual Yield % from dividends | 1.08 | 0.80 | 135% |
| Returns for 1 year | 8.54 | -4.05 | -211% |
| Returns for 3 years | 34.84 | -2.52 | -1,380% |
| Returns for 5 years | 30.78 | -9.87 | -312% |
| Returns for 10 years | 66.04 | -6.91 | -955% |
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