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BALCX vs HEIIX
BALCX vs HEIIX Comparison
Open Charts BALCX vs HEIIX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Hennessy Equity and Income Institutional
Price$13.43
Change+$0.07 (+0.52%)
VolumeN/A
Net Assets50.09M
BALCX vs HEIIX Comparison Chart in %
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BALCX vs. HEIIX commentary
Jul 06, 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: 252B vs. HEIIX (50.1M). 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 : 7.03 vs. HEIIX (-1.28). BALCX return over 5 years is better than : 37.14 vs. HEIIX (2.65).
| 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 | 7.684 | 3.793 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 50.1M | 502,994% |
| Annual Yield % from dividends | 1.19 | 0.91 | 131% |
| Returns for 1 year | 7.03 | -1.28 | -551% |
| Returns for 3 years | 32.51 | 1.11 | 2,926% |
| Returns for 5 years | 37.14 | 2.65 | 1,402% |
| Returns for 10 years | 58.16 | -4.75 | -1,223% |
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