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BALCX vs HEIIX
BALCX vs HEIIX Comparison
Open Charts BALCX vs HEIIX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Hennessy Equity and Income Institutional
Price$13.44
Change-$0.10 (-0.74%)
VolumeN/A
Net Assets56.09M
BALCX vs HEIIX Comparison Chart
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BALCX vs. HEIIX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. HEIIX (56.1M). BALCX pays higher dividends than HEIIX: BALCX (1.59) vs HEIIX (0.97). BALCX was incepted earlier than HEIIX: BALCX (24 years) vs HEIIX (28 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 : 8.38 vs. HEIIX (0.16). BALCX return over 5 years is better than : 26.14 vs. HEIIX (-2.72).
| BALCX | HEIIX | BALCX / HEIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 2.790 | 3.305 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 56.1M | 431,373% |
| Annual Yield % from dividends | 1.59 | 0.97 | 163% |
| Returns for 1 year | 8.38 | 0.16 | 5,118% |
| Returns for 3 years | 15.69 | -5.48 | -286% |
| Returns for 5 years | 26.14 | -2.72 | -962% |
| Returns for 10 years | 46.66 | -7.99 | -584% |
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