Interact to see
Advertisement
Advertisement
CLBCX vs HEIIX
CLBCX vs HEIIX Comparison
Open Charts CLBCX vs HEIIX
CLBCX vs HEIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. HEIIX commentary
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 283B vs. HEIIX (38.4M). CLBCX pays higher dividends than HEIIX: CLBCX (1.09) 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 : 11.76 vs. HEIIX (-0.07). CLBCX return over 5 years is better than : 30.74 vs. HEIIX (-13.70).
| 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 | 9.546 | 8.736 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 38.4M | 736,979% |
| Annual Yield % from dividends | 1.09 | 0.91 | 119% |
| Returns for 1 year | 11.76 | -0.07 | -16,295% |
| Returns for 3 years | 41.73 | -0.23 | -18,237% |
| Returns for 5 years | 30.74 | -13.70 | -224% |
| Returns for 10 years | 79.93 | -3.44 | -2,327% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers