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CBALX vs CLBCX
CBALX vs CLBCX Comparison
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CBALX vs CLBCX Comparison Chart in %
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CBALX vs. CLBCX 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 CBALX is a Buy and CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 285B vs. CBALX (10.3B). CBALX pays higher dividends than CLBCX: CBALX (1.75) vs CLBCX (1.08). CBALX was incepted earlier than CLBCX: CBALX (35 years) vs CLBCX (25 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 : 5.85 vs. CBALX (4.96). CLBCX return over 5 years is better than : 28.28 vs. CBALX (16.75).
| 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 | 25 years | - |
| Gain YTD | 6.562 | 7.915 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 285B | 4% |
| Annual Yield % from dividends | 1.75 | 1.08 | 163% |
| Returns for 1 year | 4.96 | 5.85 | 85% |
| Returns for 3 years | 35.47 | 38.25 | 93% |
| Returns for 5 years | 16.75 | 28.28 | 59% |
| Returns for 10 years | 76.36 | 81.07 | 94% |
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