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BALCX vs HEIIX
BALCX vs HEIIX Comparison
Open Charts BALCX vs HEIIX
American Funds American Balanced C
Price$33.21
Change-$0.88 (-2.58%)
VolumeN/A
Net Assets235.03B
Hennessy Equity and Income Institutional
Price$12.94
Change-$0.34 (-2.56%)
VolumeN/A
Net Assets53.63M
BALCX vs HEIIX Comparison Chart
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BALCX vs. HEIIX commentary
Apr 04, 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 Hold and HEIIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 235B vs. HEIIX (53.6M). BALCX pays higher dividends than HEIIX: BALCX (1.28) vs HEIIX (0.96). BALCX was incepted earlier than HEIIX: BALCX (24 years) vs HEIIX (28 years). BALCX (1.32) is less costly to investors than HEIIX (1.21). BALCX is a more actively managed with annual turnover of: 171.00 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 : 0.58 vs. HEIIX (-2.76). BALCX return over 5 years is better than : 41.73 vs. HEIIX (17.48).
| BALCX | HEIIX | BALCX / HEIIX | |
| Total Expense Ratio | 1.32 | 1.21 | 109% |
| Annual Report Gross Expense Ratio | 1.32 | 1.21 | 109% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | -2.337 | 2.364 | -99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 53.6M | 438,433% |
| Annual Yield % from dividends | 1.28 | 0.96 | 133% |
| Returns for 1 year | 0.58 | -2.76 | -21% |
| Returns for 3 years | 7.28 | -8.37 | -87% |
| Returns for 5 years | 41.73 | 17.48 | 239% |
| Returns for 10 years | 41.88 | -7.44 | -563% |
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