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BALCX vs HEIIX
BALCX vs HEIIX Comparison
Open Charts BALCX vs HEIIX
American Funds American Balanced C
Price$36.52
Change-$0.12 (-0.33%)
VolumeN/A
Net Assets252.9B
Hennessy Equity and Income Institutional
Price$13.35
Change-$0.06 (-0.45%)
VolumeN/A
Net Assets48.83M
BALCX vs HEIIX Comparison Chart in %
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BALCX vs. HEIIX commentary
Jul 12, 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: 253B vs. HEIIX (48.8M). 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 : 5.97 vs. HEIIX (-2.91). BALCX return over 5 years is better than : 35.83 vs. HEIIX (1.82).
| 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 | 7.537 | 3.639 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 48.8M | 518,443% |
| Annual Yield % from dividends | 1.19 | 0.91 | 131% |
| Returns for 1 year | 5.97 | -2.91 | -205% |
| Returns for 3 years | 33.45 | 2.98 | 1,124% |
| Returns for 5 years | 35.83 | 1.82 | 1,964% |
| Returns for 10 years | 55.97 | -5.75 | -974% |
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