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CBURX vs CLIAX
CBURX vs CLIAX Comparison
Open Charts CBURX vs CLIAX
CBURX vs CLIAX Comparison Chart in %
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CBURX vs. CLIAX commentary
Aug 24, 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 CBURX is a Hold and CLIAX is a Hold.
FUNDAMENTALS
Fundamentals
CBURX has more cash in the bank: 826M vs. CLIAX (319M). CBURX pays higher dividends than CLIAX: CBURX (3.66) vs CLIAX (3.40). CBURX was incepted earlier than CLIAX: CBURX (16 years) vs CLIAX (21 years). CLIAX (1.57) is less costly to investors than CBURX (1.21). CBURX is a more actively managed with annual turnover of: 12.00 vs. CLIAX (5.00). CBURX has a lower initial minimum investment than CLIAX: CBURX (0) vs CLIAX (1000). CLIAX annual gain was more profitable for investors over the last year : 9.83 vs. CBURX (9.24). CLIAX return over 5 years is better than : 14.96 vs. CBURX (13.43).
| CBURX | CLIAX | CBURX / CLIAX | |
| Total Expense Ratio | 1.21 | 1.57 | 77% |
| Annual Report Gross Expense Ratio | 1.21 | 1.57 | 77% |
| Fund Existence | 16 years | 21 years | - |
| Gain YTD | 4.986 | 5.371 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 826M | 319M | 259% |
| Annual Yield % from dividends | 3.66 | 3.40 | 108% |
| Returns for 1 year | 9.24 | 9.83 | 94% |
| Returns for 3 years | 31.16 | 29.46 | 106% |
| Returns for 5 years | 13.43 | 14.96 | 90% |
| Returns for 10 years | 48.78 | 37.49 | 130% |
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