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CBALX vs CLBFX
CBALX vs CLBFX Comparison
Open Charts CBALX vs CLBFX
CBALX vs CLBFX Comparison Chart in %
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CBALX vs. CLBFX 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 CLBFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 279B vs. CBALX (10.5B). CLBFX pays higher dividends than CBALX: CLBFX (1.92) vs CBALX (1.74). CBALX was incepted earlier than CLBFX: CBALX (35 years) vs CLBFX (24 years). CBALX (0.66) and CLBFX (0.66) have similar cost to investors . CBALX is a more actively managed with annual turnover of: 160.00 vs. CLBFX (50.00). CLBFX has a lower initial minimum investment than CBALX: CLBFX (250) vs CBALX (2000). CLBFX annual gain was more profitable for investors over the last year : 17.91 vs. CBALX (14.27). CLBFX return over 5 years is better than : 38.25 vs. CBALX (20.93).
| CBALX | CLBFX | CBALX / CLBFX | |
| Total Expense Ratio | 0.66 | 0.66 | 100% |
| Annual Report Gross Expense Ratio | 0.66 | 0.66 | 100% |
| Fund Existence | 35 years | 24 years | - |
| Gain YTD | 6.769 | 9.786 | 69% |
| 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 | 1.92 | 90% |
| Returns for 1 year | 14.27 | 17.91 | 80% |
| Returns for 3 years | 39.14 | 46.17 | 85% |
| Returns for 5 years | 20.93 | 38.25 | 55% |
| Returns for 10 years | 78.88 | 101.63 | 78% |
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