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BALCX vs HEIIX
BALCX vs HEIIX Comparison
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BALCX vs HEIIX Comparison Chart in %
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BALCX vs. HEIIX commentary
Aug 23, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. HEIIX (38.4M). BALCX pays higher dividends than HEIIX: BALCX (1.16) vs HEIIX (0.91). BALCX was incepted earlier than HEIIX: BALCX (25 years) vs HEIIX (29 years). BALCX (1.30) and HEIIX (1.26) have similar cost to investors . BALCX is a more actively managed with annual turnover of: 50.00 vs. HEIIX (27.00). 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 : 11.76 vs. HEIIX (-0.07). BALCX return over 5 years is better than : 29.99 vs. HEIIX (-13.70).
| BALCX | HEIIX | BALCX / HEIIX | |
| Total Expense Ratio | 1.30 | 1.26 | 103% |
| Annual Report Gross Expense Ratio | 1.30 | 1.26 | 103% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 9.604 | 8.736 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 38.4M | 736,979% |
| Annual Yield % from dividends | 1.16 | 0.91 | 127% |
| Returns for 1 year | 11.76 | -0.07 | -16,296% |
| Returns for 3 years | 41.83 | -0.23 | -18,283% |
| Returns for 5 years | 29.99 | -13.70 | -219% |
| Returns for 10 years | 74.16 | -3.44 | -2,159% |
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