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CLBFX vs HEIIX
CLBFX vs HEIIX Comparison
Open Charts CLBFX vs HEIIX
CLBFX vs HEIIX Comparison Chart in %
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CLBFX 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 CLBFX is a Hold and HEIIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 288B vs. HEIIX (40.5M). CLBFX pays higher dividends than HEIIX: CLBFX (1.92) vs HEIIX (0.91). CLBFX was incepted earlier than HEIIX: CLBFX (24 years) vs HEIIX (29 years). HEIIX (1.26) is less costly to investors than CLBFX (0.66). CLBFX is a more actively managed with annual turnover of: 50.00 vs. HEIIX (27.00). CLBFX has a lower initial minimum investment than HEIIX: CLBFX (250) vs HEIIX (250000). CLBFX annual gain was more profitable for investors over the last year : 16.85 vs. HEIIX (2.98). CLBFX return over 5 years is better than : 38.93 vs. HEIIX (-12.37).
| CLBFX | HEIIX | CLBFX / HEIIX | |
| Total Expense Ratio | 0.66 | 1.26 | 52% |
| Annual Report Gross Expense Ratio | 0.66 | 1.26 | 52% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 9.449 | 7.388 | 128% |
| 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 | 1.92 | 0.91 | 212% |
| Returns for 1 year | 16.85 | 2.98 | 566% |
| Returns for 3 years | 44.94 | -0.91 | -4,912% |
| Returns for 5 years | 38.93 | -12.37 | -315% |
| Returns for 10 years | 104.85 | -0.67 | -15,605% |
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