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BALCX vs HEIIX
BALCX vs HEIIX Comparison
Open Charts BALCX vs HEIIX
American Funds American Balanced C
Price$36.31
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
Hennessy Equity and Income Institutional
Price$14.97
Change+$0.02 (+0.13%)
VolumeN/A
CapitalizationN/A
BALCX vs HEIIX Comparison Chart
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BALCX vs. HEIIX commentary
Nov 14, 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: 240B vs. HEIIX (60.7M). 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 : 21.73 vs. HEIIX (9.35). BALCX return over 5 years is better than : 32.76 vs. HEIIX (4.21).
| 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 | 14.871 | 13.769 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 60.7M | 395,387% |
| Annual Yield % from dividends | 1.59 | 0.97 | 163% |
| Returns for 1 year | 21.73 | 9.35 | 232% |
| Returns for 3 years | 10.15 | -6.99 | -145% |
| Returns for 5 years | 32.76 | 4.21 | 779% |
| Returns for 10 years | 47.26 | 2.57 | 1,838% |
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