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APWIX vs CLBAX
APWIX vs CLBAX Comparison
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APWIX vs CLBAX Comparison Chart in %
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APWIX vs. CLBAX 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 APWIX is a Hold and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. APWIX (73.1M). CLBAX pays higher dividends than APWIX: CLBAX (1.79) vs APWIX (1.41). APWIX was incepted earlier than CLBAX: APWIX (21 years) vs CLBAX (24 years). APWIX (0.97) is less costly to investors than CLBAX (0.58). APWIX (51.00) and CLBAX (50.00) have comparable annual turnover. APWIX has a lower initial minimum investment than CLBAX: APWIX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 12.06 vs. APWIX (7.30). CLBAX return over 5 years is better than : 34.83 vs. APWIX (3.94).
| APWIX | CLBAX | APWIX / CLBAX | |
| Total Expense Ratio | 0.76 | 0.58 | 131% |
| Annual Report Gross Expense Ratio | 0.97 | 0.58 | 167% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 3.618 | 8.565 | 42% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.1M | 288B | 0% |
| Annual Yield % from dividends | 1.41 | 1.79 | 79% |
| Returns for 1 year | 7.30 | 12.06 | 60% |
| Returns for 3 years | 21.24 | 39.68 | 54% |
| Returns for 5 years | 3.94 | 34.83 | 11% |
| Returns for 10 years | 31.03 | 92.50 | 34% |
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