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CLBAX vs HEIFX
CLBAX vs HEIFX Comparison
Open Charts CLBAX vs HEIFX
American Funds American Balanced 529A
Price$35.25
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Hennessy Equity and Income Investor
Price$14.33
Change-$0.11 (-0.76%)
VolumeN/A
Net Assets56.09M
CLBAX vs HEIFX Comparison Chart
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CLBAX vs. HEIFX commentary
Feb 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 Hold and HEIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 242B vs. HEIFX (56.1M). 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 : 9.22 vs. HEIFX (-0.22). CLBAX return over 5 years is better than : 31.74 vs. HEIFX (-4.08).
| 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 | 2.890 | 3.168 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 56.1M | 431,373% |
| Annual Yield % from dividends | 2.23 | 0.57 | 393% |
| Returns for 1 year | 9.22 | -0.22 | -4,277% |
| Returns for 3 years | 19.12 | -6.12 | -312% |
| Returns for 5 years | 31.74 | -4.08 | -779% |
| Returns for 10 years | 65.36 | -10.15 | -644% |
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