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BALCX vs HEIIX
BALCX vs HEIIX Comparison
Open Charts BALCX vs HEIIX
American Funds American Balanced C
Price$34.29
Change+$0.21 (+0.62%)
VolumeN/A
CapitalizationN/A
Hennessy Equity and Income Institutional
Price$13.08
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
BALCX vs HEIIX Comparison Chart
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BALCX vs. HEIIX commentary
Dec 24, 2024
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: 236B vs. HEIIX (57M). BALCX pays higher dividends than HEIIX: BALCX (1.59) vs HEIIX (0.97). BALCX was incepted earlier than HEIIX: BALCX (24 years) vs HEIIX (28 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. HEIIX (11.00). 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 : 9.88 vs. HEIIX (-0.42). BALCX return over 5 years is better than : 26.64 vs. HEIIX (-3.91).
| BALCX | HEIIX | BALCX / HEIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 9.431 | -0.594 | -1,586% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 57M | 414,035% |
| Annual Yield % from dividends | 1.59 | 0.97 | 163% |
| Returns for 1 year | 9.88 | -0.42 | -2,349% |
| Returns for 3 years | 7.33 | -14.85 | -49% |
| Returns for 5 years | 26.64 | -3.91 | -682% |
| Returns for 10 years | 46.12 | -9.24 | -499% |
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