ALAAX
Price
$11.54
Change
-$0.05 (-0.43%)
Updated
Jul 13 closing price
Net Assets
320.6M
CBURX
Price
$12.74
Change
-$0.04 (-0.31%)
Updated
Jul 13 closing price
Net Assets
833.65M
Interact to see
Advertisement

ALAAX vs CBURX

ALAAX vs CBURX Comparison Chart in %
View a ticker or compare two or three
VS
ALAAX vs. CBURX commentary
Jul 14, 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 ALAAX is a Buy and CBURX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CBURX has more cash in the bank: 834M vs. ALAAX (321M). ALAAX pays higher dividends than CBURX: ALAAX (4.10) vs CBURX (3.64). ALAAX was incepted earlier than CBURX: ALAAX (21 years) vs CBURX (16 years). CBURX (1.21) is less costly to investors than ALAAX (0.82). CBURX is a more actively managed with annual turnover of: 12.00 vs. ALAAX (5.00). CBURX has a lower initial minimum investment than ALAAX: CBURX (0) vs ALAAX (1000). ALAAX annual gain was more profitable for investors over the last year : 11.13 vs. CBURX (10.00). ALAAX return over 5 years is better than : 19.01 vs. CBURX (12.95).
ALAAXCBURXALAAX / CBURX
Total Expense Ratio0.821.2168%
Annual Report Gross Expense Ratio0.821.2168%
Fund Existence21 years16 years-
Gain YTD5.0894.588111%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets321M834M38%
Annual Yield % from dividends4.103.64113%
Returns for 1 year11.1310.00111%
Returns for 3 years27.8327.45101%
Returns for 5 years19.0112.95147%
Returns for 10 years48.3749.9197%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
HQISX21.97N/A
N/A
Hartford Equity Income R4
MWEHX40.49N/A
N/A
MFS Global Equity R3
SOAEX12.92N/A
N/A
Spirit of America Energy A
ICMPX16.67N/A
N/A
Lazard International Quality Gr Instl
AFIFX101.61-1.35
-1.31%
American Funds Fundamental Invs F-1