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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 04, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 279B vs. CBALX (10.5B). 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 : 16.84 vs. CBALX (14.27). CLBCX return over 5 years is better than : 32.06 vs. CBALX (20.93).
| 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 | 6.769 | 9.330 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 279B | 4% |
| Annual Yield % from dividends | 1.74 | 1.10 | 158% |
| Returns for 1 year | 14.27 | 16.84 | 85% |
| Returns for 3 years | 39.14 | 42.21 | 93% |
| Returns for 5 years | 20.93 | 32.06 | 65% |
| Returns for 10 years | 78.88 | 83.43 | 95% |
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