CBAIX
Price
$49.69
Change
-$0.15 (-0.30%)
Updated
Sep 11 closing price
Net Assets
1.46B
CLBAX
Price
$40.35
Change
+$0.09 (+0.22%)
Updated
Sep 11 closing price
Net Assets
284.75B
Interact to see
Advertisement

CBAIX vs CLBAX

CBAIX vs CLBAX Comparison Chart in %
View a ticker or compare two or three
VS
CBAIX 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 CBAIX is a Buy and CLBAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 285B vs. CBAIX (1.46B). CLBAX pays higher dividends than CBAIX: CLBAX (1.80) vs CBAIX (1.47). 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 : 6.67 vs. CBAIX (1.82). CLBAX return over 5 years is better than : 33.22 vs. CBAIX (21.24).
CBAIXCLBAXCBAIX / CLBAX
Total Expense Ratio0.650.58112%
Annual Report Gross Expense Ratio0.650.58112%
Fund Existence28 years25 years-
Gain YTD2.7578.48432%
Front LoadN/A4%-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.46B285B1%
Annual Yield % from dividends1.471.8082%
Returns for 1 year1.826.6727%
Returns for 3 years35.7241.4386%
Returns for 5 years21.2433.2264%
Returns for 10 years87.1595.1692%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GSVSX18.10N/A
N/A
Goldman Sachs Large Cap Value Svc
GOGFX46.02N/A
N/A
Victory Sycamore Small Company Opp R
FIUIX33.06N/A
N/A
Fidelity Telecom and Utilities
JETTX19.84N/A
N/A
Janus Henderson Global Sust Eq T
FBAOX35.09N/A
N/A
Fidelity Advisor® Balanced A