CBARX
Price
$49.61
Change
+$0.39 (+0.79%)
Updated
Jun 29 closing price
Net Assets
1.49B
CLBFX
Price
$40.43
Change
-$0.06 (-0.15%)
Updated
Jun 26 closing price
Net Assets
287.61B
Interact to see
Advertisement

CBARX vs CLBFX

CBARX vs CLBFX Comparison Chart in %
View a ticker or compare two or three
VS
CBARX vs. CLBFX commentary
Jun 30, 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 CLBFX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 288B vs. CBARX (1.49B). CLBFX pays higher dividends than CBARX: CLBFX (1.92) vs CBARX (1.51). CBARX was incepted earlier than CLBFX: CBARX (7 years) vs CLBFX (24 years). CLBFX (0.66) is less costly to investors than CBARX (0.60). CBARX is a more actively managed with annual turnover of: 164.00 vs. CLBFX (50.00). CLBFX has a lower initial minimum investment than CBARX: CLBFX (250) vs CBARX (5000000). CLBFX annual gain was more profitable for investors over the last year : 13.52 vs. CBARX (6.37). CLBFX return over 5 years is better than : 37.30 vs. CBARX (24.05).
CBARXCLBFXCBARX / CLBFX
Total Expense Ratio0.600.6691%
Annual Report Gross Expense Ratio0.600.6691%
Fund Existence7 years24 years-
Gain YTD2.4228.96427%
Front LoadN/AN/A-
Min. Initial Investment50000002502,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.49B288B1%
Annual Yield % from dividends1.511.9279%
Returns for 1 year6.3713.5247%
Returns for 3 years36.1742.3185%
Returns for 5 years24.0537.3064%
Returns for 10 yearsN/A99.55-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JDIRX64.25N/A
N/A
Janus Henderson Overseas R
HIGCX19.59N/A
N/A
Carillon Eagle Growth & Income C
MUECX37.53N/A
N/A
MFS Blended Research Core Equity C
AMEFX27.33N/A
N/A
American Funds Income Fund of Amer F2
WWSAX30.60N/A
N/A
Keeley Small Cap Fund A