BALCX
Price
$36.43
Change
-$0.26 (-0.71%)
Updated
Aug 1 closing price
Net Assets
251.16B
HEIIX
Price
$13.15
Change
-$0.06 (-0.45%)
Updated
Aug 1 closing price
Net Assets
46.92M
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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$36.43
Change-$0.26 (-0.71%)
VolumeN/A
Net Assets251.16B
Hennessy Equity and Income Institutional
Price$13.15
Change-$0.06 (-0.45%)
VolumeN/A
Net Assets46.92M
BALCX vs HEIIX Comparison Chart in %
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BALCX vs. HEIIX commentary
Aug 03, 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.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 251B vs. HEIIX (46.9M). BALCX pays higher dividends than HEIIX: BALCX (1.18) vs HEIIX (0.91). 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 : 6.69 vs. HEIIX (-6.00). BALCX return over 5 years is better than : 33.12 vs. HEIIX (-2.84).
BALCXHEIIXBALCX / HEIIX
Total Expense Ratio1.311.18111%
Annual Report Gross Expense Ratio1.311.18111%
Fund Existence24 years28 years-
Gain YTD7.2721.629446%
Front LoadN/AN/A-
Min. Initial Investment2502500000%
Min. Initial Investment IRAN/AN/A-
Net Assets251B46.9M535,181%
Annual Yield % from dividends1.180.91129%
Returns for 1 year6.69-6.00-111%
Returns for 3 years28.36-2.66-1,066%
Returns for 5 years33.12-2.84-1,167%
Returns for 10 years55.58-6.32-880%
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