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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
Aug 03, 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 Buy and HEIFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. HEIFX (38.3M). CLBAX pays higher dividends than HEIFX: CLBAX (1.82) vs HEIFX (0.55). 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 : 11.32 vs. HEIFX (0.85). CLBAX return over 5 years is better than : 34.10 vs. HEIFX (-15.39).
| 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 | 8.404 | 7.229 | 116% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 38.3M | 751,958% |
| Annual Yield % from dividends | 1.82 | 0.55 | 330% |
| Returns for 1 year | 11.32 | 0.85 | 1,331% |
| Returns for 3 years | 38.62 | -5.49 | -704% |
| Returns for 5 years | 34.10 | -15.39 | -221% |
| Returns for 10 years | 93.45 | -6.55 | -1,426% |
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