CBURX
Price
$12.56
Change
-$0.01 (-0.08%)
Updated
Sep 15 closing price
Net Assets
810M
NLGAX
Price
$10.94
Change
-$0.02 (-0.18%)
Updated
Sep 15 closing price
Net Assets
323.4M
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CBURX vs NLGAX

CBURX vs NLGAX Comparison Chart in %
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CBURX vs. NLGAX 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 CBURX is a Hold and NLGAX is a Hold.

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FUNDAMENTALS
Fundamentals
CBURX has more cash in the bank: 810M vs. NLGAX (323M). CBURX pays higher dividends than NLGAX: CBURX (3.65) vs NLGAX (2.91). CBURX was incepted earlier than NLGAX: CBURX (16 years) vs NLGAX (30 years). CBURX (1.21) is less costly to investors than NLGAX (0.93). NLGAX is a more actively managed with annual turnover of: 25.00 vs. CBURX (12.00). CBURX has a lower initial minimum investment than NLGAX: CBURX (0) vs NLGAX (2000). CBURX annual gain was more profitable for investors over the last year : 5.17 vs. NLGAX (4.89). CBURX return over 5 years is better than : 11.20 vs. NLGAX (8.65).
CBURXNLGAXCBURX / NLGAX
Total Expense Ratio1.210.93130%
Annual Report Gross Expense Ratio1.210.93130%
Fund Existence16 years30 years-
Gain YTD3.5013.047115%
Front LoadN/A6%-
Min. Initial Investment02000-
Min. Initial Investment IRAN/A1000-
Net Assets810M323M251%
Annual Yield % from dividends3.652.91125%
Returns for 1 year5.174.89106%
Returns for 3 years28.0931.4489%
Returns for 5 years11.208.65129%
Returns for 10 years47.5430.01158%
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