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CLBAX vs HEIFX
CLBAX vs HEIFX Comparison
Open Charts CLBAX vs HEIFX
American Funds American Balanced 529A
Price$34.83
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets240.4B
Hennessy Equity and Income Investor
Price$13.86
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets51.62M
CLBAX vs HEIFX Comparison Chart
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CLBAX vs. HEIFX commentary
May 23, 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 CLBAX is a Buy and HEIFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 240B vs. HEIFX (51.6M). CLBAX pays higher dividends than HEIFX: CLBAX (1.98) vs HEIFX (0.57). CLBAX was incepted earlier than HEIFX: CLBAX (23 years) vs HEIFX (24 years). HEIFX (1.55) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. HEIFX (16.00). 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 : 4.30 vs. HEIFX (-3.91). CLBAX return over 5 years is better than : 39.69 vs. HEIFX (3.32).
| CLBAX | HEIFX | CLBAX / HEIFX | |
| Total Expense Ratio | 0.58 | 1.55 | 37% |
| Annual Report Gross Expense Ratio | 0.58 | 1.55 | 37% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 1.892 | 1.184 | 160% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 51.6M | 465,116% |
| Annual Yield % from dividends | 1.98 | 0.57 | 348% |
| Returns for 1 year | 4.30 | -3.91 | -110% |
| Returns for 3 years | 24.74 | -0.94 | -2,637% |
| Returns for 5 years | 39.69 | 3.32 | 1,196% |
| Returns for 10 years | 64.36 | -11.03 | -583% |
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