CBDYX
Price
$59.47
Change
+$0.11 (+0.19%)
Updated
Aug 21 closing price
Net Assets
10.44B
CLBAX
Price
$40.95
Change
+$0.15 (+0.37%)
Updated
Aug 21 closing price
Net Assets
282.59B
Interact to see
Advertisement

CBDYX vs CLBAX

CBDYX vs CLBAX Comparison Chart in %
View a ticker or compare two or three
VS
CBDYX vs. CLBAX commentary
Aug 23, 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 CBDYX is a StrongBuy and CLBAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 283B vs. CBDYX (10.4B). CBDYX (1.83) and CLBAX (1.82) have matching dividends . CBDYX was incepted earlier than CLBAX: CBDYX (14 years) vs CLBAX (25 years). CLBAX (0.58) and CBDYX (0.57) have similar cost to investors . CBDYX is a more actively managed with annual turnover of: 160.00 vs. CLBAX (50.00). CLBAX has a lower initial minimum investment than CBDYX: CLBAX (250) vs CBDYX (1000000). CLBAX annual gain was more profitable for investors over the last year : 12.63 vs. CBDYX (8.83). CLBAX return over 5 years is better than : 35.82 vs. CBDYX (19.01).
CBDYXCLBAXCBDYX / CLBAX
Total Expense Ratio0.570.5898%
Annual Report Gross Expense Ratio0.570.5898%
Fund Existence14 years25 years-
Gain YTD7.79510.09877%
Front LoadN/A4%-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets10.4B283B4%
Annual Yield % from dividends1.831.82101%
Returns for 1 year8.8312.6370%
Returns for 3 years39.4845.0088%
Returns for 5 years19.0135.8253%
Returns for 10 years77.0694.0582%
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 %
ODIIX165.291.45
+0.89%
Invesco Discovery R6
TQSIX30.700.21
+0.69%
T. Rowe Price Integrated US SMCC Eq I
AISHX5.860.04
+0.69%
Aristotle Small/Mid Cap Equity C
DVRUX19.150.13
+0.68%
UBS US Dividend Ruler P
GCVRX29.260.17
+0.58%
Goldman Sachs Large Cp Val Insghts R