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CLBAX vs ETIMX
CLBAX vs ETIMX Comparison
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CLBAX vs ETIMX Comparison Chart in %
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CLBAX vs. ETIMX 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 CLBAX is a Buy and ETIMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. ETIMX (387M). ETIMX pays higher dividends than CLBAX: ETIMX (2.01) vs CLBAX (1.82). CLBAX was incepted earlier than ETIMX: CLBAX (24 years) vs ETIMX (11 years). ETIMX (0.82) is less costly to investors than CLBAX (0.58). ETIMX is a more actively managed with annual turnover of: 55.00 vs. CLBAX (50.00). CLBAX has a lower initial minimum investment than ETIMX: CLBAX (250) vs ETIMX (100000). CLBAX annual gain was more profitable for investors over the last year : 11.32 vs. ETIMX (6.04). CLBAX return over 5 years is better than : 34.10 vs. ETIMX (16.30).
| CLBAX | ETIMX | CLBAX / ETIMX | |
| Total Expense Ratio | 0.58 | 0.82 | 71% |
| Annual Report Gross Expense Ratio | 0.58 | 0.82 | 71% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 8.404 | 8.058 | 104% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 387M | 74,419% |
| Annual Yield % from dividends | 1.82 | 2.01 | 90% |
| Returns for 1 year | 11.32 | 6.04 | 187% |
| Returns for 3 years | 38.62 | 28.00 | 138% |
| Returns for 5 years | 34.10 | 16.30 | 209% |
| Returns for 10 years | 93.45 | 79.32 | 118% |
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