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BALCX vs HEIIX
BALCX vs HEIIX Comparison
Open Charts BALCX vs HEIIX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Hennessy Equity and Income Institutional
Price$13.72
Change-$0.05 (-0.36%)
VolumeN/A
Net Assets46.74M
BALCX vs HEIIX Comparison Chart in %
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BALCX vs. HEIIX commentary
Sep 08, 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: 259B vs. HEIIX (46.7M). 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 : 9.12 vs. HEIIX (-3.43). BALCX return over 5 years is better than : 35.50 vs. HEIIX (-2.16).
| 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 | 10.835 | 6.034 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 46.7M | 554,604% |
| Annual Yield % from dividends | 1.16 | 0.88 | 132% |
| Returns for 1 year | 9.12 | -3.43 | -266% |
| Returns for 3 years | 37.20 | 5.04 | 738% |
| Returns for 5 years | 35.50 | -2.16 | -1,641% |
| Returns for 10 years | 67.85 | 1.15 | 5,902% |