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CLBFX vs HEIFX
CLBFX vs HEIFX Comparison
Open Charts CLBFX vs HEIFX
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
Hennessy Equity and Income Investor
Price$13.89
Change-$0.26 (-1.84%)
VolumeN/A
CapitalizationN/A
CLBFX vs HEIFX Comparison Chart
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CLBFX vs. HEIFX commentary
Dec 19, 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: 241B vs. HEIFX (58.8M). 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 : 12.67 vs. HEIFX (0.73). CLBFX return over 5 years is better than : 35.48 vs. HEIFX (-3.59).
| 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 | 11.647 | 0.516 | 2,259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 58.8M | 409,864% |
| Annual Yield % from dividends | 2.39 | 0.57 | 420% |
| Returns for 1 year | 12.67 | 0.73 | 1,746% |
| Returns for 3 years | 13.69 | -13.68 | -100% |
| Returns for 5 years | 35.48 | -3.59 | -988% |
| Returns for 10 years | 61.86 | -9.47 | -653% |
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