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CBUZX vs CLIAX
CBUZX vs CLIAX Comparison
Open Charts CBUZX vs CLIAX
CBUZX vs CLIAX Comparison Chart in %
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CBUZX vs. CLIAX commentary
Jul 14, 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 CBUZX is a Hold and CLIAX is a Buy.
FUNDAMENTALS
Fundamentals
CBUZX has more cash in the bank: 834M vs. CLIAX (321M). CBUZX pays higher dividends than CLIAX: CBUZX (4.16) vs CLIAX (3.37). CBUZX was incepted earlier than CLIAX: CBUZX (16 years) vs CLIAX (21 years). CLIAX (1.57) is less costly to investors than CBUZX (0.71). CBUZX is a more actively managed with annual turnover of: 12.00 vs. CLIAX (5.00). CLIAX has a lower initial minimum investment than CBUZX: CLIAX (1000) vs CBUZX (2000). CBUZX (10.54) and CLIAX (10.26) have marching annual gain over last year. CBUZX return over 5 years is better than : 15.83 vs. CLIAX (14.69).
| CBUZX | CLIAX | CBUZX / CLIAX | |
| Total Expense Ratio | 0.71 | 1.57 | 45% |
| Annual Report Gross Expense Ratio | 0.71 | 1.57 | 45% |
| Fund Existence | 16 years | 21 years | - |
| Gain YTD | 4.885 | 4.694 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 834M | 321M | 260% |
| Annual Yield % from dividends | 4.16 | 3.37 | 123% |
| Returns for 1 year | 10.54 | 10.26 | 103% |
| Returns for 3 years | 29.39 | 25.05 | 117% |
| Returns for 5 years | 15.83 | 14.69 | 108% |
| Returns for 10 years | 57.21 | 38.03 | 150% |
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