Interact to see
Advertisement
Advertisement
BALCX vs HEIIX
BALCX vs HEIIX Comparison
Open Charts BALCX vs HEIIX
American Funds American Balanced C
Price$37.09
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets256.44B
Hennessy Equity and Income Institutional
Price$13.62
Change-$0.08 (-0.58%)
VolumeN/A
Net Assets47.11M
BALCX vs HEIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. HEIIX commentary
Aug 26, 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: 256B vs. HEIIX (47.1M). 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 : 5.86 vs. HEIIX (-4.04). BALCX return over 5 years is better than : 32.56 vs. HEIIX (-3.17).
| 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 | 9.215 | 5.880 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 47.1M | 543,524% |
| Annual Yield % from dividends | 1.18 | 0.91 | 129% |
| Returns for 1 year | 5.86 | -4.04 | -145% |
| Returns for 3 years | 31.36 | 2.22 | 1,412% |
| Returns for 5 years | 32.56 | -3.17 | -1,028% |
| Returns for 10 years | 64.50 | 0.66 | 9,702% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement