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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
Aug 03, 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 StrongBuy and CLIAX is a Hold.
FUNDAMENTALS
Fundamentals
CBUZX has more cash in the bank: 821M vs. CLIAX (317M). CBUZX pays higher dividends than CLIAX: CBUZX (4.19) vs CLIAX (3.40). 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 annual gain was more profitable for investors over the last year : 10.10 vs. CLIAX (9.39). CBUZX return over 5 years is better than : 15.05 vs. CLIAX (13.69).
| 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 | 4.418 | 4.082 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 821M | 317M | 259% |
| Annual Yield % from dividends | 4.19 | 3.40 | 123% |
| Returns for 1 year | 10.10 | 9.39 | 108% |
| Returns for 3 years | 28.47 | 24.65 | 115% |
| Returns for 5 years | 15.05 | 13.69 | 110% |
| Returns for 10 years | 56.84 | 37.36 | 152% |
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