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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
Jul 14, 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 Hold and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. CBAIX (1.47B). CLBAX pays higher dividends than CBAIX: CLBAX (1.79) vs CBAIX (1.48). CBAIX was incepted earlier than CLBAX: CBAIX (27 years) vs CLBAX (24 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 : 12.06 vs. CBAIX (7.42). CLBAX return over 5 years is better than : 34.83 vs. CBAIX (23.54).
| CBAIX | CLBAX | CBAIX / CLBAX | |
| Total Expense Ratio | 0.65 | 0.58 | 112% |
| Annual Report Gross Expense Ratio | 0.65 | 0.58 | 112% |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 3.817 | 8.565 | 45% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 288B | 1% |
| Annual Yield % from dividends | 1.48 | 1.79 | 83% |
| Returns for 1 year | 7.42 | 12.06 | 62% |
| Returns for 3 years | 36.63 | 39.68 | 92% |
| Returns for 5 years | 23.54 | 34.83 | 68% |
| Returns for 10 years | 87.51 | 92.50 | 95% |
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