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BALCX vs HEIIX
BALCX vs HEIIX Comparison
Open Charts BALCX vs HEIIX
American Funds American Balanced C
Price$35.50
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets243.43B
Hennessy Equity and Income Institutional
Price$13.15
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets51.08M
BALCX vs HEIIX Comparison Chart
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BALCX vs. HEIIX commentary
Jun 07, 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: 243B vs. HEIIX (51.1M). BALCX pays higher dividends than HEIIX: BALCX (1.24) vs HEIIX (0.97). 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 : 6.34 vs. HEIIX (-3.74). BALCX return over 5 years is better than : 30.67 vs. HEIIX (-1.63).
| 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 | 4.397 | 0.823 | 534% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 51.1M | 475,538% |
| Annual Yield % from dividends | 1.24 | 0.97 | 128% |
| Returns for 1 year | 6.34 | -3.74 | -170% |
| Returns for 3 years | 20.09 | -4.40 | -457% |
| Returns for 5 years | 30.67 | -1.63 | -1,882% |
| Returns for 10 years | 52.83 | -8.07 | -654% |
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