Interact to see
Advertisement
Advertisement
CLBFX vs HEIFX
CLBFX vs HEIFX Comparison
Open Charts CLBFX vs HEIFX
American Funds American Balanced 529F
Price$37.36
Change+$0.33 (+0.89%)
VolumeN/A
Net Assets253.74B
Hennessy Equity and Income Investor
Price$14.38
Change+$0.12 (+0.84%)
VolumeN/A
Net Assets46.99M
CLBFX vs HEIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. HEIFX commentary
Aug 14, 2025
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 Buy and HEIFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. HEIFX (47M). CLBFX pays higher dividends than HEIFX: CLBFX (1.97) vs HEIFX (0.51). CLBFX was incepted earlier than HEIFX: CLBFX (23 years) vs HEIFX (24 years). HEIFX (1.55) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. HEIFX (16.00). 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 : 10.71 vs. HEIFX (-3.30). CLBFX return over 5 years is better than : 41.13 vs. HEIFX (-4.89).
| CLBFX | HEIFX | CLBFX / HEIFX | |
| Total Expense Ratio | 0.67 | 1.55 | 43% |
| Annual Report Gross Expense Ratio | 0.67 | 1.55 | 43% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 9.965 | 2.997 | 332% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 47M | 540,426% |
| Annual Yield % from dividends | 1.97 | 0.51 | 384% |
| Returns for 1 year | 10.71 | -3.30 | -324% |
| Returns for 3 years | 31.59 | -4.80 | -658% |
| Returns for 5 years | 41.13 | -4.89 | -841% |
| Returns for 10 years | 82.74 | -7.10 | -1,165% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement