CBAIX
Price
$50.45
Change
+$0.13 (+0.26%)
Updated
Aug 21 closing price
Net Assets
1.46B
CLBCX
Price
$40.98
Change
+$0.15 (+0.37%)
Updated
Aug 21 closing price
Net Assets
282.59B
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CBAIX vs CLBCX

CBAIX vs CLBCX Comparison Chart in %
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CBAIX vs. CLBCX 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 CLBCX is a Hold.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 283B vs. CBAIX (1.46B). CBAIX pays higher dividends than CLBCX: CBAIX (1.48) vs CLBCX (1.09). CBAIX was incepted earlier than CLBCX: CBAIX (28 years) vs CLBCX (25 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 : 11.76 vs. CBAIX (6.67). CLBCX return over 5 years is better than : 30.74 vs. CBAIX (24.53).
CBAIXCLBCXCBAIX / CLBCX
Total Expense Ratio0.651.3548%
Annual Report Gross Expense Ratio0.651.3548%
Fund Existence28 years25 years-
Gain YTD4.8569.54651%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.46B283B1%
Annual Yield % from dividends1.481.09136%
Returns for 1 year6.6711.7657%
Returns for 3 years40.6541.7397%
Returns for 5 years24.5330.7480%
Returns for 10 years87.6479.93110%
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