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BALCX vs HEIIX
BALCX vs HEIIX Comparison
Open Charts BALCX vs HEIIX
American Funds American Balanced C
Price$35.84
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hennessy Equity and Income Institutional
Price$14.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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BALCX vs HEIIX Comparison Chart
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BALCX vs. HEIIX commentary
Sep 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 234B vs. HEIIX (60.6M). 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 : 20.11 vs. HEIIX (4.87). BALCX return over 5 years is better than : 33.56 vs. HEIIX (3.75).
| BALCX | HEIIX | BALCX / HEIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 12.182 | 9.929 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 60.6M | 386,139% |
| Annual Yield % from dividends | 1.59 | 0.97 | 163% |
| Returns for 1 year | 20.11 | 4.87 | 412% |
| Returns for 3 years | 10.58 | -7.47 | -142% |
| Returns for 5 years | 33.56 | 3.75 | 895% |
| Returns for 10 years | 44.93 | 0.63 | 7,159% |
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