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BALCX vs HEIIX
BALCX vs HEIIX Comparison
Open Charts BALCX vs HEIIX
American Funds American Balanced C
Price$38.78
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
Hennessy Equity and Income Institutional
Price$13.82
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets46.15M
BALCX vs HEIIX Comparison Chart in %
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BALCX vs. HEIIX commentary
Oct 09, 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 Hold and HEIIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. HEIIX (46.2M). BALCX pays higher dividends than HEIIX: BALCX (1.12) vs HEIIX (0.80). BALCX was incepted earlier than HEIIX: BALCX (25 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 : 9.12 vs. HEIIX (-3.27). BALCX return over 5 years is better than : 38.19 vs. HEIIX (-2.47).
| BALCX | HEIIX | BALCX / HEIIX | |
| Total Expense Ratio | 1.31 | 1.18 | 111% |
| Annual Report Gross Expense Ratio | 1.31 | 1.18 | 111% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 14.307 | 6.993 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 46.2M | 575,758% |
| Annual Yield % from dividends | 1.12 | 0.80 | 139% |
| Returns for 1 year | 9.12 | -3.27 | -279% |
| Returns for 3 years | 48.69 | 11.39 | 427% |
| Returns for 5 years | 38.19 | -2.47 | -1,549% |
| Returns for 10 years | 69.62 | 1.25 | 5,570% |
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