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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
Jun 24, 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: 288B vs. HEIIX (40.5M). CLBCX pays higher dividends than HEIIX: CLBCX (1.10) vs HEIIX (0.91). CLBCX was incepted earlier than HEIIX: CLBCX (24 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 : 15.81 vs. HEIIX (2.98). CLBCX return over 5 years is better than : 32.72 vs. HEIIX (-12.37).
| CLBCX | HEIIX | CLBCX / HEIIX | |
| Total Expense Ratio | 1.35 | 1.26 | 107% |
| Annual Report Gross Expense Ratio | 1.35 | 1.26 | 107% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 8.958 | 7.388 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 40.5M | 711,111% |
| Annual Yield % from dividends | 1.10 | 0.91 | 121% |
| Returns for 1 year | 15.81 | 2.98 | 531% |
| Returns for 3 years | 41.06 | -0.91 | -4,487% |
| Returns for 5 years | 32.72 | -12.37 | -265% |
| Returns for 10 years | 86.46 | -0.67 | -12,868% |
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