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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
Jul 14, 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 Buy and HEIFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 288B vs. HEIFX (40.5M). CLBCX pays higher dividends than HEIFX: CLBCX (1.07) vs HEIFX (0.55). CLBCX was incepted earlier than HEIFX: CLBCX (24 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 : 11.19 vs. HEIFX (0.78). CLBCX return over 5 years is better than : 29.80 vs. HEIFX (-14.50).
| CLBCX | HEIFX | CLBCX / HEIFX | |
| Total Expense Ratio | 1.35 | 1.63 | 83% |
| Annual Report Gross Expense Ratio | 1.35 | 1.63 | 83% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 8.102 | 8.292 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 40.5M | 711,111% |
| Annual Yield % from dividends | 1.07 | 0.55 | 195% |
| Returns for 1 year | 11.19 | 0.78 | 1,439% |
| Returns for 3 years | 36.50 | -3.48 | -1,050% |
| Returns for 5 years | 29.80 | -14.50 | -205% |
| Returns for 10 years | 78.55 | -5.86 | -1,340% |
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