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BALFX vs HEIIX
BALFX vs HEIIX Comparison
Open Charts BALFX vs HEIIX
BALFX vs HEIIX Comparison Chart in %
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BALFX 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 BALFX is a Hold and HEIIX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. HEIIX (38.4M). BALFX pays higher dividends than HEIIX: BALFX (1.78) vs HEIIX (0.91). BALFX was incepted earlier than HEIIX: BALFX (25 years) vs HEIIX (29 years). HEIIX (1.26) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. HEIIX (27.00). BALFX has a lower initial minimum investment than HEIIX: BALFX (250) vs HEIIX (250000). BALFX annual gain was more profitable for investors over the last year : 12.57 vs. HEIIX (-0.07). BALFX return over 5 years is better than : 33.93 vs. HEIIX (-13.70).
| BALFX | HEIIX | BALFX / HEIIX | |
| Total Expense Ratio | 0.61 | 1.26 | 48% |
| Annual Report Gross Expense Ratio | 0.61 | 1.26 | 48% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 10.064 | 8.736 | 115% |
| 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 | 1.78 | 0.91 | 195% |
| Returns for 1 year | 12.57 | -0.07 | -17,420% |
| Returns for 3 years | 44.90 | -0.23 | -19,623% |
| Returns for 5 years | 33.93 | -13.70 | -248% |
| Returns for 10 years | 82.80 | -3.44 | -2,410% |
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