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CLBAX vs HEIFX
CLBAX vs HEIFX Comparison
Open Charts CLBAX vs HEIFX
American Funds American Balanced 529A
Price$38.98
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Hennessy Equity and Income Investor
Price$14.55
Change-$0.08 (-0.55%)
VolumeN/A
Net Assets44.52M
CLBAX vs HEIFX Comparison Chart in %
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CLBAX vs. HEIFX commentary
Nov 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 CLBAX is a Buy and HEIFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. HEIFX (44.5M). CLBAX pays higher dividends than HEIFX: CLBAX (1.73) vs HEIFX (0.44). 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 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 : 9.96 vs. HEIFX (-7.82). CLBAX return over 5 years is better than : 43.13 vs. HEIFX (-5.98).
| 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 | 16.246 | 5.740 | 283% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 44.5M | 604,494% |
| Annual Yield % from dividends | 1.73 | 0.44 | 397% |
| Returns for 1 year | 9.96 | -7.82 | -127% |
| Returns for 3 years | 44.29 | 2.38 | 1,859% |
| Returns for 5 years | 43.13 | -5.98 | -721% |
| Returns for 10 years | 90.70 | -1.80 | -5,051% |
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