Interact to see
Advertisement
Advertisement
CBRCX vs LAGVX
CBRCX vs LAGVX Comparison
Open Charts CBRCX vs LAGVX
JPMorgan Corporate Bond C
Price$8.37
Change+$0.02 (+0.24%)
VolumeN/A
Net Assets365.26M
Lord Abbett Income A
Price$2.43
Change+$0.01 (+0.41%)
VolumeN/A
Net Assets5.86B
CBRCX vs LAGVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBRCX vs. LAGVX commentary
Jul 27, 2025
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 CBRCX is a Hold and LAGVX is a Hold.
FUNDAMENTALS
Fundamentals
LAGVX has more cash in the bank: 5.86B vs. CBRCX (365M). LAGVX pays higher dividends than CBRCX: LAGVX (5.51) vs CBRCX (4.18). CBRCX was incepted earlier than LAGVX: CBRCX (12 years) vs LAGVX (44 years). CBRCX (1.52) is less costly to investors than LAGVX (0.71). LAGVX is a more actively managed with annual turnover of: 190.00 vs. CBRCX (70.00). CBRCX has a lower initial minimum investment than LAGVX: CBRCX (1000) vs LAGVX (1500). LAGVX annual gain was more profitable for investors over the last year : 5.67 vs. CBRCX (5.03). LAGVX return over 5 years is better than : 2.24 vs. CBRCX (-10.69).
| CBRCX | LAGVX | CBRCX / LAGVX | |
| Total Expense Ratio | 1.25 | 0.71 | 176% |
| Annual Report Gross Expense Ratio | 1.52 | 0.71 | 214% |
| Fund Existence | 12 years | 44 years | - |
| Gain YTD | 3.755 | 3.698 | 102% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 1000 | 1500 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 365M | 5.86B | 6% |
| Annual Yield % from dividends | 4.18 | 5.51 | 76% |
| Returns for 1 year | 5.03 | 5.67 | 89% |
| Returns for 3 years | 9.45 | 12.20 | 77% |
| Returns for 5 years | -10.69 | 2.24 | -478% |
| Returns for 10 years | 13.89 | 32.22 | 43% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ARIMX | 10.43 | 0.10 | +0.97% |
| AMG River Road Small-Mid Cap Value I | |||
| CHASX | 15.44 | 0.10 | +0.65% |
| Chase Growth N | |||
| MXISX | 12.93 | 0.07 | +0.54% |
| Empower S&P SmallCap 600® Index Inv | |||
| FNNEX | 69.31 | 0.16 | +0.23% |
| American Funds New Economy 529-F-3 | |||
| FRESX | 40.25 | 0.03 | +0.07% |
| Fidelity Real Estate Investment Port | |||