Interact to see
Advertisement
Advertisement
CBAIX vs CLBAX
CBAIX vs CLBAX Comparison
Open Charts CBAIX vs CLBAX
CBAIX vs CLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBAIX vs. CLBAX commentary
Aug 03, 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.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. CBAIX (1.47B). CLBAX pays higher dividends than CBAIX: CLBAX (1.82) 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 : 11.32 vs. CBAIX (5.72). CLBAX return over 5 years is better than : 34.10 vs. CBAIX (23.31).
| 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 | 3.713 | 8.404 | 44% |
| 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 | 1.82 | 81% |
| Returns for 1 year | 5.72 | 11.32 | 51% |
| Returns for 3 years | 35.62 | 38.62 | 92% |
| Returns for 5 years | 23.31 | 34.10 | 68% |
| Returns for 10 years | 87.62 | 93.45 | 94% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TORIX | 23.77 | 0.15 | +0.64% |
| Tortoise Energy Infrastructure TR Ins | |||
| MRLIX | 17.66 | 0.09 | +0.51% |
| AMG Renaissance Large Cap Growth Z | |||
| VEIRX | 102.74 | -0.01 | -0.01% |
| Vanguard Equity-Income Adm | |||
| GSIIX | 56.64 | -0.02 | -0.04% |
| Goldman Sachs Equity Income Instl | |||
| FDIGX | 93.51 | -0.37 | -0.39% |
| Fidelity Advisor Consumer Staples I | |||