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CLBFX vs HEIFX
CLBFX vs HEIFX Comparison
Open Charts CLBFX vs HEIFX
American Funds American Balanced 529F
Price$38.21
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
CLBFX vs HEIFX Comparison Chart in %
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CLBFX 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 CLBFX is a Hold and HEIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. HEIFX (43.3M). CLBFX pays higher dividends than HEIFX: CLBFX (2.03) vs HEIFX (0.45). CLBFX was incepted earlier than HEIFX: CLBFX (23 years) vs HEIFX (24 years). HEIFX (1.55) is less costly to investors than CLBFX (0.67). 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 : 11.50 vs. HEIFX (-2.84). CLBFX return over 5 years is better than : 38.44 vs. HEIFX (-10.54).
| CLBFX | HEIFX | CLBFX / HEIFX | |
| Total Expense Ratio | 0.67 | 1.55 | 43% |
| Annual Report Gross Expense Ratio | 0.67 | 1.55 | 43% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 2.464 | 3.776 | 65% |
| Front Load | N/A | 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 | 2.03 | 0.45 | 453% |
| Returns for 1 year | 11.50 | -2.84 | -405% |
| Returns for 3 years | 37.33 | -4.68 | -798% |
| Returns for 5 years | 38.44 | -10.54 | -365% |
| Returns for 10 years | 104.71 | -0.92 | -11,387% |
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