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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
Sep 12, 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: 285B vs. CFIZX (1.34B). CFIZX pays higher dividends than CLBAX: CFIZX (4.41) vs CLBAX (1.80). CFIZX was incepted earlier than CLBAX: CFIZX (15 years) vs CLBAX (25 years). CFIZX (0.95) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 50.00 vs. CFIZX (43.00). 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 : 13.15 vs. CLBAX (6.67). CLBAX return over 5 years is better than : 33.22 vs. CFIZX (31.25).
| CFIZX | CLBAX | CFIZX / CLBAX | |
| Total Expense Ratio | 0.95 | 0.58 | 164% |
| Annual Report Gross Expense Ratio | 0.95 | 0.58 | 164% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 10.723 | 8.484 | 126% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 285B | 0% |
| Annual Yield % from dividends | 4.41 | 1.80 | 245% |
| Returns for 1 year | 13.15 | 6.67 | 197% |
| Returns for 3 years | 45.79 | 41.43 | 111% |
| Returns for 5 years | 31.25 | 33.22 | 94% |
| Returns for 10 years | 111.08 | 95.16 | 117% |
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