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AWIIX vs CLBAX
AWIIX vs CLBAX Comparison
Open Charts AWIIX vs CLBAX
AWIIX vs CLBAX Comparison Chart in %
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AWIIX vs. CLBAX commentary
Jun 24, 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 AWIIX is a Hold and CLBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. AWIIX (498M). AWIIX pays higher dividends than CLBAX: AWIIX (2.89) vs CLBAX (1.78). AWIIX was incepted earlier than CLBAX: AWIIX (12 years) vs CLBAX (24 years). AWIIX (0.69) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 50.00 vs. AWIIX (24.00). CLBAX has a lower initial minimum investment than AWIIX: CLBAX (250) vs AWIIX (250000). CLBAX annual gain was more profitable for investors over the last year : 16.71 vs. AWIIX (-3.35). CLBAX return over 5 years is better than : 37.84 vs. AWIIX (11.14).
| AWIIX | CLBAX | AWIIX / CLBAX | |
| Total Expense Ratio | 0.69 | 0.58 | 119% |
| Annual Report Gross Expense Ratio | 0.69 | 0.58 | 119% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 0.117 | 9.372 | 1% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 498M | 288B | 0% |
| Annual Yield % from dividends | 2.89 | 1.78 | 162% |
| Returns for 1 year | -3.35 | 16.71 | -20% |
| Returns for 3 years | 12.04 | 44.28 | 27% |
| Returns for 5 years | 11.14 | 37.84 | 29% |
| Returns for 10 years | 95.71 | 101.00 | 95% |
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