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CLBFX vs HEIFX
CLBFX vs HEIFX Comparison
Open Charts CLBFX vs HEIFX
American Funds American Balanced 529F
Price$36.51
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
Hennessy Equity and Income Investor
Price$15.96
Change+$0.01 (+0.06%)
VolumeN/A
CapitalizationN/A
CLBFX vs HEIFX Comparison Chart
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CLBFX vs. HEIFX commentary
Nov 14, 2024
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 CLBFX is a StrongBuy and HEIFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. HEIFX (60.7M). CLBFX pays higher dividends than HEIFX: CLBFX (2.39) vs HEIFX (0.57). CLBFX was incepted earlier than HEIFX: CLBFX (22 years) vs HEIFX (23 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. HEIFX (11.00). CLBFX has a lower initial minimum investment than HEIFX: CLBFX (250) vs HEIFX (2500). CLBFX annual gain was more profitable for investors over the last year : 24.95 vs. HEIFX (10.64). CLBFX return over 5 years is better than : 41.58 vs. HEIFX (3.01).
| CLBFX | HEIFX | CLBFX / HEIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 15.908 | 13.302 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 60.7M | 395,387% |
| Annual Yield % from dividends | 2.39 | 0.57 | 420% |
| Returns for 1 year | 24.95 | 10.64 | 234% |
| Returns for 3 years | 14.09 | -7.65 | -184% |
| Returns for 5 years | 41.58 | 3.01 | 1,379% |
| Returns for 10 years | 69.59 | 0.11 | 64,985% |
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