BALCX
Price
$36.88
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
HEIIX
Price
$13.49
Change
+$0.05 (+0.37%)
Updated
Jul 25 closing price
Net Assets
48.21M
Interact to see
Advertisement

BALCX vs HEIIX

Header iconBALCX vs HEIIX Comparison
Open Charts BALCX vs HEIIXBanner chart's image
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Hennessy Equity and Income Institutional
Price$13.49
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets48.21M
BALCX vs HEIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BALCX vs. HEIIX commentary
Jul 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 Buy and HEIIX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. HEIIX (48.2M). BALCX pays higher dividends than HEIIX: BALCX (1.19) 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 : 9.43 vs. HEIIX (-1.84). BALCX return over 5 years is better than : 35.43 vs. HEIIX (0.17).
BALCXHEIIXBALCX / HEIIX
Total Expense Ratio1.311.18111%
Annual Report Gross Expense Ratio1.311.18111%
Fund Existence24 years28 years-
Gain YTD8.5974.257202%
Front LoadN/AN/A-
Min. Initial Investment2502500000%
Min. Initial Investment IRAN/AN/A-
Net Assets254B48.2M526,971%
Annual Yield % from dividends1.190.91131%
Returns for 1 year9.43-1.84-514%
Returns for 3 years32.202.061,560%
Returns for 5 years35.430.1720,857%
Returns for 10 years58.21-4.14-1,405%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
SRZN8.950.12
+1.42%
Surrozen
EPAM170.741.79
+1.06%
Epam Systems
DK22.690.10
+0.44%
Delek US Holdings
SB4.24-0.02
-0.47%
Safe Bulkers
TNFA0.12-0.02
-11.52%
TNF Pharmaceuticals Inc.