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BALCX vs HEIIX
BALCX vs HEIIX Comparison
Open Charts BALCX vs HEIIX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.04B
Hennessy Equity and Income Institutional
Price$13.80
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets46.28M
BALCX vs HEIIX Comparison Chart in %
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BALCX vs. HEIIX commentary
Sep 28, 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 Hold and HEIIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 262B vs. HEIIX (46.3M). BALCX pays higher dividends than HEIIX: BALCX (1.16) vs HEIIX (0.88). BALCX was incepted earlier than HEIIX: BALCX (25 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 : 7.28 vs. HEIIX (-4.01). BALCX return over 5 years is better than : 40.11 vs. HEIIX (0.40).
| 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 | 28 years | - |
| Gain YTD | 12.568 | 6.653 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 46.3M | 565,875% |
| Annual Yield % from dividends | 1.16 | 0.88 | 132% |
| Returns for 1 year | 7.28 | -4.01 | -182% |
| Returns for 3 years | 48.24 | 10.95 | 441% |
| Returns for 5 years | 40.11 | 0.40 | 10,077% |
| Returns for 10 years | 74.67 | 4.47 | 1,670% |
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