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CLBAX vs HEIFX
CLBAX vs HEIFX Comparison
Open Charts CLBAX vs HEIFX
CLBAX vs HEIFX Comparison Chart in %
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CLBAX vs. HEIFX commentary
Jun 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 279B vs. HEIFX (40.4M). CLBAX pays higher dividends than HEIFX: CLBAX (1.78) vs HEIFX (0.54). CLBAX was incepted earlier than HEIFX: CLBAX (24 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 : 17.74 vs. HEIFX (0.41). CLBAX return over 5 years is better than : 37.18 vs. HEIFX (-15.50).
| CLBAX | HEIFX | CLBAX / HEIFX | |
| Total Expense Ratio | 0.58 | 1.63 | 36% |
| Annual Report Gross Expense Ratio | 0.58 | 1.63 | 36% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 9.696 | 5.539 | 175% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 40.4M | 690,594% |
| Annual Yield % from dividends | 1.78 | 0.54 | 329% |
| Returns for 1 year | 17.74 | 0.41 | 4,364% |
| Returns for 3 years | 45.52 | -2.67 | -1,703% |
| Returns for 5 years | 37.18 | -15.50 | -240% |
| Returns for 10 years | 97.87 | -6.43 | -1,522% |
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