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BALCX
Price
$36.21
Change
+$0.11 (+0.30%)
Updated
Nov 22 closing price
HEIIX
Price
$15.04
Change
+$0.09 (+0.60%)
Updated
Nov 22 closing price
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BALCX vs HEIIX

Header iconBALCX vs HEIIX Comparison
Open Charts BALCX vs HEIIXBanner chart's image
American Funds American Balanced C
Price$36.21
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
Hennessy Equity and Income Institutional
Price$15.04
Change+$0.09 (+0.60%)
VolumeN/A
CapitalizationN/A
BALCX vs HEIIX Comparison Chart
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BALCX vs. HEIIX commentary
Nov 23, 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 StrongBuy and HEIIX is a Buy.

FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 238B vs. HEIIX (70.3M). BALCX pays higher dividends than HEIIX: BALCX (1.59) vs HEIIX (0.97). BALCX was incepted earlier than HEIIX: BALCX (24 years) vs HEIIX (27 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 : 19.92 vs. HEIIX (8.19). BALCX return over 5 years is better than : 32.42 vs. HEIIX (4.42).
BALCXHEIIXBALCX / HEIIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years27 years-
Gain YTD14.20713.617104%
Front LoadN/AN/A-
Min. Initial Investment2502500000%
Min. Initial Investment IRAN/AN/A-
Net Assets238B70.3M338,549%
Annual Yield % from dividends1.590.97163%
Returns for 1 year19.928.19243%
Returns for 3 years10.33-6.77-152%
Returns for 5 years32.424.42734%
Returns for 10 years45.061.423,176%
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