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CLBAX vs HEIFX
CLBAX vs HEIFX Comparison
Open Charts CLBAX vs HEIFX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Hennessy Equity and Income Investor
Price$13.95
Change-$0.15 (-1.06%)
VolumeN/A
Net Assets51.3M
CLBAX vs HEIFX Comparison Chart
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CLBAX vs. HEIFX commentary
Jun 15, 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: 244B vs. HEIFX (51.3M). CLBAX pays higher dividends than HEIFX: CLBAX (1.91) vs HEIFX (0.56). 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 : 5.26 vs. HEIFX (-3.17). CLBAX return over 5 years is better than : 40.12 vs. HEIFX (1.15).
| 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 | 4.431 | 1.689 | 262% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 51.3M | 475,634% |
| Annual Yield % from dividends | 1.91 | 0.56 | 339% |
| Returns for 1 year | 5.26 | -3.17 | -166% |
| Returns for 3 years | 33.60 | 3.22 | 1,043% |
| Returns for 5 years | 40.12 | 1.15 | 3,494% |
| Returns for 10 years | 70.29 | -9.83 | -715% |
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