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CLBAX vs FORKX
CLBAX vs FORKX Comparison
Open Charts CLBAX vs FORKX
CLBAX vs FORKX Comparison Chart in %
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CLBAX vs. FORKX commentary
Sep 04, 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 Hold and FORKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 283B vs. FORKX (104M). CLBAX pays higher dividends than FORKX: CLBAX (1.80) vs FORKX (1.49). CLBAX was incepted earlier than FORKX: CLBAX (25 years) vs FORKX (8 years). FORKX (1.04) is less costly to investors than CLBAX (0.58). FORKX is a more actively managed with annual turnover of: 68.00 vs. CLBAX (50.00). CLBAX has a lower initial minimum investment than FORKX: CLBAX (250) vs FORKX (25000). FORKX annual gain was more profitable for investors over the last year : 26.57 vs. CLBAX (11.24). FORKX return over 5 years is better than : 45.21 vs. CLBAX (33.48).
| CLBAX | FORKX | CLBAX / FORKX | |
| Total Expense Ratio | 0.58 | 0.65 | 89% |
| Annual Report Gross Expense Ratio | 0.58 | 1.04 | 56% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 9.936 | 16.515 | 60% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 25000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 104M | 272,115% |
| Annual Yield % from dividends | 1.80 | 1.49 | 121% |
| Returns for 1 year | 11.24 | 26.57 | 42% |
| Returns for 3 years | 42.42 | 44.12 | 96% |
| Returns for 5 years | 33.48 | 45.21 | 74% |
| Returns for 10 years | 94.31 | N/A | - |
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