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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
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 CLBCX is a Buy and HEIFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 288B vs. HEIFX (38.3M). CLBCX pays higher dividends than HEIFX: CLBCX (1.09) 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 : 10.49 vs. HEIFX (0.85). CLBCX return over 5 years is better than : 29.10 vs. HEIFX (-15.39).
| 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 | 7.915 | 7.229 | 109% |
| Front Load | N/A | 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 | 1.09 | 0.55 | 197% |
| Returns for 1 year | 10.49 | 0.85 | 1,233% |
| Returns for 3 years | 35.52 | -5.49 | -647% |
| Returns for 5 years | 29.10 | -15.39 | -189% |
| Returns for 10 years | 79.39 | -6.55 | -1,212% |
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