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BALCX vs HEIIX
BALCX vs HEIIX Comparison
Open Charts BALCX vs HEIIX
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Hennessy Equity and Income Institutional
Price$13.49
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets48.21M
BALCX vs HEIIX Comparison Chart in %
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BALCX vs. HEIIX commentary
Jul 27, 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: 254B vs. HEIIX (48.2M). 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 : 9.43 vs. HEIIX (-1.84). BALCX return over 5 years is better than : 35.43 vs. HEIIX (0.17).
| 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 | 8.597 | 4.257 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 48.2M | 526,971% |
| Annual Yield % from dividends | 1.19 | 0.91 | 131% |
| Returns for 1 year | 9.43 | -1.84 | -514% |
| Returns for 3 years | 32.20 | 2.06 | 1,560% |
| Returns for 5 years | 35.43 | 0.17 | 20,857% |
| Returns for 10 years | 58.21 | -4.14 | -1,405% |
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