BLUIX
Price
$17.23
Change
+$0.15 (+0.88%)
Updated
Sep 11 closing price
Net Assets
252.19M
CLBCX
Price
$40.37
Change
+$0.10 (+0.25%)
Updated
Sep 11 closing price
Net Assets
284.75B
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BLUIX vs CLBCX

BLUIX vs CLBCX Comparison Chart in %
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BLUIX vs. CLBCX 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 CLBCX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 285B vs. BLUIX (252M). CLBCX pays higher dividends than BLUIX: CLBCX (1.08) vs BLUIX (0.53). BLUIX was incepted earlier than CLBCX: BLUIX (6 years) vs CLBCX (25 years). CLBCX (1.35) and BLUIX (1.29) have similar cost to investors . BLUIX is a more actively managed with annual turnover of: 196.00 vs. CLBCX (50.00). CLBCX has a lower initial minimum investment than BLUIX: CLBCX (250) vs BLUIX (5000). BLUIX annual gain was more profitable for investors over the last year : 7.15 vs. CLBCX (5.85). BLUIX return over 5 years is better than : 32.77 vs. CLBCX (28.28).
BLUIXCLBCXBLUIX / CLBCX
Total Expense Ratio1.331.3599%
Annual Report Gross Expense Ratio1.291.3596%
Fund Existence6 years25 years-
Gain YTD6.7507.91585%
Front LoadN/AN/A-
Min. Initial Investment50002502,000%
Min. Initial Investment IRAN/AN/A-
Net Assets252M285B0%
Annual Yield % from dividends0.531.0849%
Returns for 1 year7.155.85122%
Returns for 3 years44.6438.25117%
Returns for 5 years32.7728.28116%
Returns for 10 yearsN/A81.07-
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