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BALCX vs HEIIX
BALCX vs HEIIX Comparison
Open Charts BALCX vs HEIIX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Hennessy Equity and Income Institutional
Price$13.63
Change-$0.08 (-0.58%)
VolumeN/A
Net Assets44.52M
BALCX vs HEIIX Comparison Chart in %
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BALCX vs. HEIIX commentary
Nov 14, 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: 269B vs. HEIIX (44.5M). BALCX pays higher dividends than HEIIX: BALCX (1.10) vs HEIIX (0.82). 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 : 7.94 vs. HEIIX (-8.10). BALCX return over 5 years is better than : 35.35 vs. HEIIX (-5.22).
| 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 | 14.101 | 5.522 | 255% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 44.5M | 604,494% |
| Annual Yield % from dividends | 1.10 | 0.82 | 135% |
| Returns for 1 year | 7.94 | -8.10 | -98% |
| Returns for 3 years | 39.68 | 3.30 | 1,202% |
| Returns for 5 years | 35.35 | -5.22 | -677% |
| Returns for 10 years | 66.50 | -0.54 | -12,340% |
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