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CLBFX vs HEIFX
CLBFX vs HEIFX Comparison
Open Charts CLBFX vs HEIFX
CLBFX vs HEIFX Comparison Chart in %
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CLBFX vs. HEIFX commentary
Jun 04, 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 CLBFX is a Hold and HEIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 279B vs. HEIFX (40.4M). CLBFX pays higher dividends than HEIFX: CLBFX (1.92) vs HEIFX (0.54). CLBFX was incepted earlier than HEIFX: CLBFX (24 years) vs HEIFX (25 years). HEIFX (1.63) is less costly to investors than CLBFX (0.66). CLBFX is a more actively managed with annual turnover of: 50.00 vs. HEIFX (27.00). 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 : 17.91 vs. HEIFX (0.41). CLBFX return over 5 years is better than : 38.25 vs. HEIFX (-15.50).
| CLBFX | HEIFX | CLBFX / HEIFX | |
| Total Expense Ratio | 0.66 | 1.63 | 40% |
| Annual Report Gross Expense Ratio | 0.66 | 1.63 | 40% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 9.786 | 5.539 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 40.4M | 690,594% |
| Annual Yield % from dividends | 1.92 | 0.54 | 354% |
| Returns for 1 year | 17.91 | 0.41 | 4,407% |
| Returns for 3 years | 46.17 | -2.67 | -1,727% |
| Returns for 5 years | 38.25 | -15.50 | -247% |
| Returns for 10 years | 101.63 | -6.43 | -1,580% |
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