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CBAIX vs CLBAX
CBAIX vs CLBAX Comparison
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CBAIX vs CLBAX Comparison Chart in %
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CBAIX vs. CLBAX commentary
Aug 23, 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 CBAIX is a Buy and CLBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 283B vs. CBAIX (1.46B). CLBAX pays higher dividends than CBAIX: CLBAX (1.82) vs CBAIX (1.48). CBAIX was incepted earlier than CLBAX: CBAIX (28 years) vs CLBAX (25 years). CBAIX (0.65) is less costly to investors than CLBAX (0.58). CBAIX is a more actively managed with annual turnover of: 164.00 vs. CLBAX (50.00). CLBAX has a lower initial minimum investment than CBAIX: CLBAX (250) vs CBAIX (1000000). CLBAX annual gain was more profitable for investors over the last year : 12.63 vs. CBAIX (6.67). CLBAX return over 5 years is better than : 35.82 vs. CBAIX (24.53).
| CBAIX | CLBAX | CBAIX / CLBAX | |
| Total Expense Ratio | 0.65 | 0.58 | 112% |
| Annual Report Gross Expense Ratio | 0.65 | 0.58 | 112% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 4.856 | 10.098 | 48% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 283B | 1% |
| Annual Yield % from dividends | 1.48 | 1.82 | 81% |
| Returns for 1 year | 6.67 | 12.63 | 53% |
| Returns for 3 years | 40.65 | 45.00 | 90% |
| Returns for 5 years | 24.53 | 35.82 | 68% |
| Returns for 10 years | 87.64 | 94.05 | 93% |
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