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CLBFX vs HEIFX
CLBFX vs HEIFX Comparison
Open Charts CLBFX vs HEIFX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Hennessy Equity and Income Investor
Price$13.95
Change-$0.15 (-1.06%)
VolumeN/A
Net Assets50.74M
CLBFX vs HEIFX Comparison Chart
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CLBFX 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 CLBFX is a Buy and HEIFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. HEIFX (50.7M). CLBFX pays higher dividends than HEIFX: CLBFX (2.07) vs HEIFX (0.56). 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 is a more actively managed with annual turnover of: 44.00 vs. HEIFX (16.00). 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 : 5.44 vs. HEIFX (-4.20). CLBFX return over 5 years is better than : 41.30 vs. HEIFX (0.07).
| 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 | 4.519 | 0.607 | 745% |
| Front Load | N/A | 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 | 2.07 | 0.56 | 367% |
| Returns for 1 year | 5.44 | -4.20 | -130% |
| Returns for 3 years | 34.29 | 2.12 | 1,614% |
| Returns for 5 years | 41.30 | 0.07 | 57,001% |
| Returns for 10 years | 73.68 | -10.79 | -683% |
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