Interact to see
Advertisement
Advertisement
CLBAX vs HEIFX
CLBAX vs HEIFX Comparison
Open Charts CLBAX vs HEIFX
CLBAX vs HEIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. HEIFX commentary
Sep 16, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 285B vs. HEIFX (37M). CLBAX pays higher dividends than HEIFX: CLBAX (1.80) vs HEIFX (0.55). CLBAX was incepted earlier than HEIFX: CLBAX (25 years) vs HEIFX (25 years). HEIFX (1.63) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 50.00 vs. HEIFX (27.00). 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 : 5.64 vs. HEIFX (-3.35). CLBAX return over 5 years is better than : 31.91 vs. HEIFX (-15.84).
| CLBAX | HEIFX | CLBAX / HEIFX | |
| Total Expense Ratio | 0.58 | 1.63 | 36% |
| Annual Report Gross Expense Ratio | 0.58 | 1.63 | 36% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 7.693 | 6.850 | 112% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 37M | 770,270% |
| Annual Yield % from dividends | 1.80 | 0.55 | 328% |
| Returns for 1 year | 5.64 | -3.35 | -169% |
| Returns for 3 years | 40.58 | -3.80 | -1,068% |
| Returns for 5 years | 31.91 | -15.84 | -201% |
| Returns for 10 years | 93.15 | -5.17 | -1,801% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement