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CBARX vs CLBCX
CBARX vs CLBCX Comparison
Open Charts CBARX vs CLBCX
CBARX vs CLBCX Comparison Chart in %
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CBARX vs. CLBCX 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 CLBCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 283B vs. CBARX (1.46B). CBARX pays higher dividends than CLBCX: CBARX (1.54) vs CLBCX (1.09). CBARX was incepted earlier than CLBCX: CBARX (8 years) vs CLBCX (25 years). CLBCX (1.35) is less costly to investors than CBARX (0.60). CBARX is a more actively managed with annual turnover of: 164.00 vs. CLBCX (50.00). CLBCX has a lower initial minimum investment than CBARX: CLBCX (250) vs CBARX (5000000). CLBCX annual gain was more profitable for investors over the last year : 10.85 vs. CBARX (5.74). CLBCX return over 5 years is better than : 29.47 vs. CBARX (23.41).
| CBARX | CLBCX | CBARX / CLBCX | |
| Total Expense Ratio | 0.60 | 1.35 | 44% |
| Annual Report Gross Expense Ratio | 0.60 | 1.35 | 44% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 5.085 | 9.733 | 52% |
| Front Load | N/A | N/A | - |
| 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 | 1.09 | 141% |
| Returns for 1 year | 5.74 | 10.85 | 53% |
| Returns for 3 years | 40.26 | 41.59 | 97% |
| Returns for 5 years | 23.41 | 29.47 | 79% |
| Returns for 10 years | N/A | 81.46 | - |
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