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CBAIX vs CLBCX
CBAIX vs CLBCX Comparison
Open Charts CBAIX vs CLBCX
CBAIX vs CLBCX Comparison Chart in %
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CBAIX vs. CLBCX 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 CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 288B vs. CBAIX (1.47B). CBAIX pays higher dividends than CLBCX: CBAIX (1.48) vs CLBCX (1.07). CBAIX was incepted earlier than CLBCX: CBAIX (27 years) vs CLBCX (24 years). CLBCX (1.35) is less costly to investors than CBAIX (0.65). CBAIX is a more actively managed with annual turnover of: 164.00 vs. CLBCX (50.00). CLBCX has a lower initial minimum investment than CBAIX: CLBCX (250) vs CBAIX (1000000). CLBCX annual gain was more profitable for investors over the last year : 11.19 vs. CBAIX (7.42). CLBCX return over 5 years is better than : 29.80 vs. CBAIX (23.54).
| CBAIX | CLBCX | CBAIX / CLBCX | |
| Total Expense Ratio | 0.65 | 1.35 | 48% |
| Annual Report Gross Expense Ratio | 0.65 | 1.35 | 48% |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 3.817 | 8.102 | 47% |
| Front Load | N/A | N/A | - |
| 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 | 1.07 | 138% |
| Returns for 1 year | 7.42 | 11.19 | 66% |
| Returns for 3 years | 36.63 | 36.50 | 100% |
| Returns for 5 years | 23.54 | 29.80 | 79% |
| Returns for 10 years | 87.51 | 78.55 | 111% |
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