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CLBAX vs HEIFX
CLBAX vs HEIFX Comparison
Open Charts CLBAX vs HEIFX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Hennessy Equity and Income Investor
Price$13.95
Change-$0.15 (-1.06%)
VolumeN/A
Net Assets50.74M
CLBAX vs HEIFX Comparison Chart
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CLBAX vs. HEIFX commentary
Jun 16, 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 CLBAX is a Buy and HEIFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 244B vs. HEIFX (50.7M). CLBAX pays higher dividends than HEIFX: CLBAX (1.91) vs HEIFX (0.56). CLBAX was incepted earlier than HEIFX: CLBAX (23 years) vs HEIFX (24 years). HEIFX (1.55) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. HEIFX (16.00). 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 : 5.26 vs. HEIFX (-4.20). CLBAX return over 5 years is better than : 40.12 vs. HEIFX (0.07).
| CLBAX | HEIFX | CLBAX / HEIFX | |
| Total Expense Ratio | 0.58 | 1.55 | 37% |
| Annual Report Gross Expense Ratio | 0.58 | 1.55 | 37% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 4.431 | 0.607 | 730% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 50.7M | 481,262% |
| Annual Yield % from dividends | 1.91 | 0.56 | 339% |
| Returns for 1 year | 5.26 | -4.20 | -125% |
| Returns for 3 years | 33.60 | 2.12 | 1,582% |
| Returns for 5 years | 40.12 | 0.07 | 55,376% |
| Returns for 10 years | 70.29 | -10.79 | -651% |
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