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CBGRX vs VBTIX
CBGRX vs VBTIX Comparison
Open Charts CBGRX vs VBTIX
CBGRX vs VBTIX Comparison Chart in %
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CBGRX vs. VBTIX commentary
Sep 17, 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 CBGRX is a Hold and VBTIX is a Hold.
FUNDAMENTALS
Fundamentals
VBTIX has more cash in the bank: 399B vs. CBGRX (803M). VBTIX pays higher dividends than CBGRX: VBTIX (4.10) vs CBGRX (3.88). CBGRX was incepted earlier than VBTIX: CBGRX (8 years) vs VBTIX (31 years). CBGRX (0.44) is less costly to investors than VBTIX (0.03). VBTIX is a more actively managed with annual turnover of: 38.00 vs. CBGRX (22.00). CBGRX (5000000) and VBTIX (5000000) have matching initial minimum investment requirements. CBGRX annual gain was more profitable for investors over the last year : -1.09 vs. VBTIX (-4.88). CBGRX return over 5 years is better than : -0.84 vs. VBTIX (-17.49).
| CBGRX | VBTIX | CBGRX / VBTIX | |
| Total Expense Ratio | 0.43 | 0.03 | 1,720% |
| Annual Report Gross Expense Ratio | 0.44 | 0.03 | 1,760% |
| Fund Existence | 8 years | 31 years | - |
| Gain YTD | -1.473 | -4.197 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 803M | 399B | 0% |
| Annual Yield % from dividends | 3.88 | 4.10 | 95% |
| Returns for 1 year | -1.09 | -4.88 | 22% |
| Returns for 3 years | 13.72 | 0.43 | 3,196% |
| Returns for 5 years | -0.84 | -17.49 | 5% |
| Returns for 10 years | N/A | -13.93 | - |
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