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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
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 CFIZX is a Buy and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. CFIZX (1.33B). CFIZX pays higher dividends than CLBAX: CFIZX (4.47) vs CLBAX (1.79). 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 : 16.39 vs. CLBAX (12.06). CLBAX return over 5 years is better than : 34.83 vs. CFIZX (30.19).
| 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 | 9.623 | 8.565 | 112% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 288B | 0% |
| Annual Yield % from dividends | 4.47 | 1.79 | 250% |
| Returns for 1 year | 16.39 | 12.06 | 136% |
| Returns for 3 years | 44.01 | 39.68 | 111% |
| Returns for 5 years | 30.19 | 34.83 | 87% |
| Returns for 10 years | 112.44 | 92.50 | 122% |
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