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CBALX vs CLBCX
CBALX vs CLBCX Comparison
Open Charts CBALX vs CLBCX
CBALX vs CLBCX Comparison Chart in %
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CBALX vs. CLBCX commentary
Jun 24, 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 CBALX is a Hold and CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 288B vs. CBALX (10.3B). CBALX pays higher dividends than CLBCX: CBALX (1.74) vs CLBCX (1.10). CBALX was incepted earlier than CLBCX: CBALX (35 years) vs CLBCX (24 years). CLBCX (1.35) is less costly to investors than CBALX (0.66). CBALX is a more actively managed with annual turnover of: 160.00 vs. CLBCX (50.00). CLBCX has a lower initial minimum investment than CBALX: CLBCX (250) vs CBALX (2000). CLBCX annual gain was more profitable for investors over the last year : 14.01 vs. CBALX (11.27). CLBCX return over 5 years is better than : 30.82 vs. CBALX (18.18).
| CBALX | CLBCX | CBALX / CLBCX | |
| Total Expense Ratio | 0.66 | 1.35 | 49% |
| Annual Report Gross Expense Ratio | 0.66 | 1.35 | 49% |
| Fund Existence | 35 years | 24 years | - |
| Gain YTD | 5.477 | 7.862 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 288B | 4% |
| Annual Yield % from dividends | 1.74 | 1.10 | 158% |
| Returns for 1 year | 11.27 | 14.01 | 80% |
| Returns for 3 years | 35.94 | 39.64 | 91% |
| Returns for 5 years | 18.18 | 30.82 | 59% |
| Returns for 10 years | 80.93 | 84.58 | 96% |
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