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CLBCX vs HEIIX
CLBCX vs HEIIX Comparison
Open Charts CLBCX vs HEIIX
CLBCX vs HEIIX Comparison Chart in %
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CLBCX vs. HEIIX commentary
Sep 20, 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 HEIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 285B vs. HEIIX (36.9M). CLBCX pays higher dividends than HEIIX: CLBCX (1.08) vs HEIIX (0.91). CLBCX was incepted earlier than HEIIX: CLBCX (25 years) vs HEIIX (29 years). CLBCX (1.35) is less costly to investors than HEIIX (1.26). CLBCX is a more actively managed with annual turnover of: 50.00 vs. HEIIX (27.00). CLBCX has a lower initial minimum investment than HEIIX: CLBCX (250) vs HEIIX (250000). CLBCX annual gain was more profitable for investors over the last year : 5.12 vs. HEIIX (-3.79). CLBCX return over 5 years is better than : 27.94 vs. HEIIX (-14.55).
| CLBCX | HEIIX | CLBCX / HEIIX | |
| Total Expense Ratio | 1.35 | 1.26 | 107% |
| Annual Report Gross Expense Ratio | 1.35 | 1.26 | 107% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 7.339 | 6.464 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 36.9M | 772,358% |
| Annual Yield % from dividends | 1.08 | 0.91 | 119% |
| Returns for 1 year | 5.12 | -3.79 | -135% |
| Returns for 3 years | 38.06 | -3.15 | -1,207% |
| Returns for 5 years | 27.94 | -14.55 | -192% |
| Returns for 10 years | 79.54 | -3.11 | -2,555% |
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