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AFMBX vs CLBAX
AFMBX vs CLBAX Comparison
Open Charts AFMBX vs CLBAX
AFMBX vs CLBAX Comparison Chart in %
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AFMBX vs. CLBAX commentary
Jun 04, 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 AFMBX is a Hold and CLBAX is a Hold.
FUNDAMENTALS
Fundamentals
AFMBX (279B) and CLBAX (279B) have equal amount of cash in the bank . AFMBX pays higher dividends than CLBAX: AFMBX (2.07) vs CLBAX (1.78). AFMBX was incepted earlier than CLBAX: AFMBX (9 years) vs CLBAX (24 years). CLBAX (0.58) is less costly to investors than AFMBX (0.25). AFMBX (50.00) and CLBAX (50.00) have comparable annual turnover. CLBAX has a lower initial minimum investment than AFMBX: CLBAX (250) vs AFMBX (1000000). AFMBX (18.14) and CLBAX (17.74) have marching annual gain over last year. AFMBX (37.36) and CLBAX (37.18) have equivalent 5 years return.
| AFMBX | CLBAX | AFMBX / CLBAX | |
| Total Expense Ratio | 0.25 | 0.58 | 43% |
| Annual Report Gross Expense Ratio | 0.25 | 0.58 | 43% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 9.854 | 9.696 | 102% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 279B | 100% |
| Annual Yield % from dividends | 2.07 | 1.78 | 116% |
| Returns for 1 year | 18.14 | 17.74 | 102% |
| Returns for 3 years | 47.07 | 45.52 | 103% |
| Returns for 5 years | 37.36 | 37.18 | 100% |
| Returns for 10 years | N/A | 97.87 | - |
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