BLUIX
Price
$17.23
Change
+$0.15 (+0.88%)
Updated
Sep 11 closing price
Net Assets
252.19M
CLBAX
Price
$40.35
Change
+$0.09 (+0.22%)
Updated
Sep 11 closing price
Net Assets
284.75B
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BLUIX vs CLBAX

BLUIX vs CLBAX Comparison Chart in %
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BLUIX vs. CLBAX commentary
Sep 12, 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 BLUIX is a Buy and CLBAX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 285B vs. BLUIX (252M). CLBAX pays higher dividends than BLUIX: CLBAX (1.80) vs BLUIX (0.53). BLUIX was incepted earlier than CLBAX: BLUIX (6 years) vs CLBAX (25 years). BLUIX (1.29) is less costly to investors than CLBAX (0.58). BLUIX is a more actively managed with annual turnover of: 196.00 vs. CLBAX (50.00). CLBAX has a lower initial minimum investment than BLUIX: CLBAX (250) vs BLUIX (5000). BLUIX annual gain was more profitable for investors over the last year : 7.15 vs. CLBAX (6.67). CLBAX (33.22) and BLUIX (32.77) have equivalent 5 years return.
BLUIXCLBAXBLUIX / CLBAX
Total Expense Ratio1.330.58229%
Annual Report Gross Expense Ratio1.290.58222%
Fund Existence6 years25 years-
Gain YTD6.7508.48480%
Front LoadN/A4%-
Min. Initial Investment50002502,000%
Min. Initial Investment IRAN/AN/A-
Net Assets252M285B0%
Annual Yield % from dividends0.531.8029%
Returns for 1 year7.156.67107%
Returns for 3 years44.6441.43108%
Returns for 5 years32.7733.2299%
Returns for 10 yearsN/A95.16-
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