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CLBAX vs HEIFX
CLBAX vs HEIFX Comparison
Open Charts CLBAX vs HEIFX
American Funds American Balanced 529A
Price$36.55
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
Hennessy Equity and Income Investor
Price$15.96
Change+$0.01 (+0.06%)
VolumeN/A
CapitalizationN/A
CLBAX vs HEIFX Comparison Chart
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CLBAX vs. HEIFX commentary
Nov 14, 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: 240B vs. HEIFX (60.7M). 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 : 24.74 vs. HEIFX (10.64). CLBAX return over 5 years is better than : 40.35 vs. HEIFX (3.01).
| 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 | 15.741 | 13.302 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 60.7M | 395,387% |
| Annual Yield % from dividends | 2.23 | 0.57 | 393% |
| Returns for 1 year | 24.74 | 10.64 | 233% |
| Returns for 3 years | 13.53 | -7.65 | -177% |
| Returns for 5 years | 40.35 | 3.01 | 1,339% |
| Returns for 10 years | 66.18 | 0.11 | 61,800% |
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