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BALCX vs HEIIX
BALCX vs HEIIX Comparison
Open Charts BALCX vs HEIIX
American Funds American Balanced C
Price$39.42
Change+$0.24 (+0.61%)
VolumeN/A
Net Assets269.83B
Hennessy Equity and Income Institutional
Price$13.82
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets44.28M
BALCX vs HEIIX Comparison Chart in %
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BALCX vs. HEIIX commentary
Nov 28, 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 StrongBuy and HEIIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. HEIIX (44.3M). BALCX pays higher dividends than HEIIX: BALCX (1.10) vs HEIIX (0.82). BALCX was incepted earlier than HEIIX: BALCX (25 years) vs HEIIX (29 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 : 9.34 vs. HEIIX (-7.99). BALCX return over 5 years is better than : 36.05 vs. HEIIX (-4.98).
| 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 | 29 years | - |
| Gain YTD | 16.194 | 6.993 | 232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 44.3M | 609,481% |
| Annual Yield % from dividends | 1.10 | 0.82 | 135% |
| Returns for 1 year | 9.34 | -7.99 | -117% |
| Returns for 3 years | 39.67 | 2.85 | 1,393% |
| Returns for 5 years | 36.05 | -4.98 | -724% |
| Returns for 10 years | 67.51 | -0.86 | -7,855% |
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