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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
Jul 28, 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 Buy and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. AWIIX (486M). AWIIX pays higher dividends than CLBAX: AWIIX (3.33) vs CLBAX (1.79). 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 : 10.36 vs. AWIIX (-4.48). CLBAX return over 5 years is better than : 33.49 vs. AWIIX (8.98).
| 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 | 1.295 | 7.785 | 17% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 486M | 288B | 0% |
| Annual Yield % from dividends | 3.33 | 1.79 | 186% |
| Returns for 1 year | -4.48 | 10.36 | -43% |
| Returns for 3 years | 9.38 | 37.70 | 25% |
| Returns for 5 years | 8.98 | 33.49 | 27% |
| Returns for 10 years | 86.78 | 91.19 | 95% |
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