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CLBCX vs HEIFX
CLBCX vs HEIFX Comparison
Open Charts CLBCX vs HEIFX
CLBCX vs HEIFX Comparison Chart in %
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CLBCX 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 CLBCX is a Hold and HEIFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 285B vs. HEIFX (37M). CLBCX pays higher dividends than HEIFX: CLBCX (1.08) vs HEIFX (0.55). CLBCX was incepted earlier than HEIFX: CLBCX (25 years) vs HEIFX (25 years). HEIFX (1.63) is less costly to investors than CLBCX (1.35). CLBCX is a more actively managed with annual turnover of: 50.00 vs. HEIFX (27.00). CLBCX has a lower initial minimum investment than HEIFX: CLBCX (250) vs HEIFX (2500). CLBCX annual gain was more profitable for investors over the last year : 4.86 vs. HEIFX (-3.35). CLBCX return over 5 years is better than : 27.00 vs. HEIFX (-15.84).
| CLBCX | HEIFX | CLBCX / HEIFX | |
| Total Expense Ratio | 1.35 | 1.63 | 83% |
| Annual Report Gross Expense Ratio | 1.35 | 1.63 | 83% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 7.099 | 6.850 | 104% |
| Front Load | N/A | 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 | 1.08 | 0.55 | 197% |
| Returns for 1 year | 4.86 | -3.35 | -145% |
| Returns for 3 years | 37.44 | -3.80 | -985% |
| Returns for 5 years | 27.00 | -15.84 | -170% |
| Returns for 10 years | 79.14 | -5.17 | -1,530% |
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