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CBARX vs CLBAX
CBARX vs CLBAX Comparison
Open Charts CBARX vs CLBAX
CBARX vs CLBAX Comparison Chart in %
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CBARX vs. CLBAX commentary
Aug 28, 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 CBARX is a Buy and CLBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 283B vs. CBARX (1.46B). CLBAX pays higher dividends than CBARX: CLBAX (1.82) vs CBARX (1.54). CBARX was incepted earlier than CLBAX: CBARX (8 years) vs CLBAX (25 years). CBARX (0.60) and CLBAX (0.58) have similar cost to investors . CBARX is a more actively managed with annual turnover of: 164.00 vs. CLBAX (50.00). CLBAX has a lower initial minimum investment than CBARX: CLBAX (250) vs CBARX (5000000). CLBAX annual gain was more profitable for investors over the last year : 11.68 vs. CBARX (5.74). CLBAX return over 5 years is better than : 34.51 vs. CBARX (23.41).
| CBARX | CLBAX | CBARX / CLBAX | |
| Total Expense Ratio | 0.60 | 0.58 | 103% |
| Annual Report Gross Expense Ratio | 0.60 | 0.58 | 103% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 5.085 | 10.286 | 49% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 283B | 1% |
| Annual Yield % from dividends | 1.54 | 1.82 | 85% |
| Returns for 1 year | 5.74 | 11.68 | 49% |
| Returns for 3 years | 40.26 | 44.86 | 90% |
| Returns for 5 years | 23.41 | 34.51 | 68% |
| Returns for 10 years | N/A | 95.63 | - |
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