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CLBAX vs FORKX
CLBAX vs FORKX Comparison
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CLBAX vs FORKX Comparison Chart in %
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CLBAX vs. FORKX commentary
Aug 13, 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 FORKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 283B vs. FORKX (105M). CLBAX pays higher dividends than FORKX: CLBAX (1.82) vs FORKX (1.53). 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 : 26.81 vs. CLBAX (11.83). FORKX return over 5 years is better than : 44.36 vs. CLBAX (35.16).
| 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 | 10.259 | 15.608 | 66% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 25000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 105M | 269,524% |
| Annual Yield % from dividends | 1.82 | 1.53 | 119% |
| Returns for 1 year | 11.83 | 26.81 | 44% |
| Returns for 3 years | 43.07 | 43.45 | 99% |
| Returns for 5 years | 35.16 | 44.36 | 79% |
| Returns for 10 years | 94.64 | N/A | - |
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