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BALCX vs HEIIX
BALCX vs HEIIX Comparison
Open Charts BALCX vs HEIIX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Hennessy Equity and Income Institutional
Price$12.90
Change-$0.79 (-5.77%)
VolumeN/A
Net Assets43.3M
BALCX vs HEIIX Comparison Chart in %
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BALCX vs. HEIIX commentary
Feb 04, 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 BALCX is a Hold and HEIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. HEIIX (43.3M). BALCX pays higher dividends than HEIIX: BALCX (1.25) vs HEIIX (0.82). 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 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 : 10.51 vs. HEIIX (-2.36). BALCX return over 5 years is better than : 31.49 vs. HEIIX (-9.13).
| 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 | 2.396 | 3.948 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 43.3M | 623,557% |
| Annual Yield % from dividends | 1.25 | 0.82 | 152% |
| Returns for 1 year | 10.51 | -2.36 | -445% |
| Returns for 3 years | 33.72 | -3.42 | -986% |
| Returns for 5 years | 31.49 | -9.13 | -345% |
| Returns for 10 years | 79.52 | 2.06 | 3,852% |
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