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CLBAX vs HEIFX
CLBAX vs HEIFX Comparison
Open Charts CLBAX vs HEIFX
American Funds American Balanced 529A
Price$34.19
Change-$0.81 (-2.31%)
VolumeN/A
CapitalizationN/A
Hennessy Equity and Income Investor
Price$13.89
Change-$0.26 (-1.84%)
VolumeN/A
CapitalizationN/A
CLBAX vs HEIFX Comparison Chart
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CLBAX vs. HEIFX commentary
Dec 19, 2024
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 CLBAX is a StrongBuy and HEIFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 241B vs. HEIFX (58.8M). CLBAX pays higher dividends than HEIFX: CLBAX (2.23) vs HEIFX (0.57). CLBAX was incepted earlier than HEIFX: CLBAX (23 years) vs HEIFX (23 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. HEIFX (11.00). CLBAX has a lower initial minimum investment than HEIFX: CLBAX (250) vs HEIFX (2500). CLBAX annual gain was more profitable for investors over the last year : 12.51 vs. HEIFX (0.73). CLBAX return over 5 years is better than : 34.39 vs. HEIFX (-3.59).
| CLBAX | HEIFX | CLBAX / HEIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 11.523 | 0.516 | 2,235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 58.8M | 409,864% |
| Annual Yield % from dividends | 2.23 | 0.57 | 393% |
| Returns for 1 year | 12.51 | 0.73 | 1,724% |
| Returns for 3 years | 13.21 | -13.68 | -97% |
| Returns for 5 years | 34.39 | -3.59 | -958% |
| Returns for 10 years | 58.66 | -9.47 | -619% |
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