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CLBAX vs HEIFX
CLBAX vs HEIFX Comparison
Open Charts CLBAX vs HEIFX
American Funds American Balanced 529A
Price$38.27
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
Hennessy Equity and Income Investor
Price$13.86
Change+$0.12 (+0.87%)
VolumeN/A
Net Assets43.3M
CLBAX vs HEIFX Comparison Chart in %
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CLBAX vs. HEIFX commentary
Feb 05, 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 CLBAX is a Hold and HEIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. HEIFX (43.3M). CLBAX pays higher dividends than HEIFX: CLBAX (1.89) vs HEIFX (0.45). CLBAX was incepted earlier than HEIFX: CLBAX (24 years) vs HEIFX (24 years). HEIFX (1.55) is less costly to investors than CLBAX (0.58). CLBAX has a lower initial minimum investment than HEIFX: CLBAX (250) vs HEIFX (2500). CLBAX annual gain was more profitable for investors over the last year : 11.35 vs. HEIFX (-2.84). CLBAX return over 5 years is better than : 37.40 vs. HEIFX (-10.54).
| CLBAX | HEIFX | CLBAX / HEIFX | |
| Total Expense Ratio | 0.58 | 1.55 | 37% |
| Annual Report Gross Expense Ratio | 0.58 | 1.55 | 37% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 2.460 | 3.776 | 65% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 43.3M | 623,557% |
| Annual Yield % from dividends | 1.89 | 0.45 | 422% |
| Returns for 1 year | 11.35 | -2.84 | -400% |
| Returns for 3 years | 36.75 | -4.68 | -786% |
| Returns for 5 years | 37.40 | -10.54 | -355% |
| Returns for 10 years | 100.85 | -0.92 | -10,968% |
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