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CFIZX vs CLBAX
CFIZX vs CLBAX Comparison
Open Charts CFIZX vs CLBAX
CFIZX vs CLBAX Comparison Chart in %
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CFIZX vs. CLBAX 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 CFIZX is a Hold and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. CFIZX (1.34B). CFIZX pays higher dividends than CLBAX: CFIZX (4.47) vs CLBAX (1.82). CFIZX was incepted earlier than CLBAX: CFIZX (15 years) vs CLBAX (24 years). CFIZX (0.86) is less costly to investors than CLBAX (0.58). CFIZX (50.00) and CLBAX (50.00) have comparable annual turnover. CLBAX has a lower initial minimum investment than CFIZX: CLBAX (250) vs CFIZX (2000). CFIZX annual gain was more profitable for investors over the last year : 16.71 vs. CLBAX (11.32). CLBAX return over 5 years is better than : 34.10 vs. CFIZX (30.36).
| CFIZX | CLBAX | CFIZX / CLBAX | |
| Total Expense Ratio | 0.86 | 0.58 | 148% |
| Annual Report Gross Expense Ratio | 0.86 | 0.58 | 148% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 9.692 | 8.404 | 115% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 288B | 0% |
| Annual Yield % from dividends | 4.47 | 1.82 | 246% |
| Returns for 1 year | 16.71 | 11.32 | 148% |
| Returns for 3 years | 41.79 | 38.62 | 108% |
| Returns for 5 years | 30.36 | 34.10 | 89% |
| Returns for 10 years | 112.76 | 93.45 | 121% |
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