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BALCX vs HEIIX
BALCX vs HEIIX Comparison
Open Charts BALCX vs HEIIX
American Funds American Balanced C
Price$38.33
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets263.06B
Hennessy Equity and Income Institutional
Price$13.74
Change-$0.05 (-0.36%)
VolumeN/A
Net Assets46.67M
BALCX vs HEIIX Comparison Chart in %
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BALCX vs. HEIIX commentary
Sep 16, 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: 263B vs. HEIIX (46.7M). BALCX pays higher dividends than HEIIX: BALCX (1.16) vs HEIIX (0.88). 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 : 9.49 vs. HEIIX (-3.49). BALCX return over 5 years is better than : 38.87 vs. HEIIX (-1.28).
| 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 | 12.572 | 6.189 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 46.7M | 563,169% |
| Annual Yield % from dividends | 1.16 | 0.88 | 132% |
| Returns for 1 year | 9.49 | -3.49 | -272% |
| Returns for 3 years | 39.37 | 5.35 | 735% |
| Returns for 5 years | 38.87 | -1.28 | -3,040% |
| Returns for 10 years | 70.34 | 1.23 | 5,722% |
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