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CLBAX vs FORTX
CLBAX vs FORTX Comparison
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CLBAX vs FORTX Comparison Chart in %
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CLBAX vs. FORTX commentary
Sep 02, 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 FORTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 283B vs. FORTX (106M). CLBAX pays higher dividends than FORTX: CLBAX (1.80) vs FORTX (1.47). CLBAX was incepted earlier than FORTX: CLBAX (25 years) vs FORTX (8 years). FORTX (1.13) is less costly to investors than CLBAX (0.58). FORTX is a more actively managed with annual turnover of: 68.00 vs. CLBAX (50.00). CLBAX has a lower initial minimum investment than FORTX: CLBAX (250) vs FORTX (10000). FORTX annual gain was more profitable for investors over the last year : 27.19 vs. CLBAX (10.82). FORTX return over 5 years is better than : 45.34 vs. CLBAX (33.53).
| CLBAX | FORTX | CLBAX / FORTX | |
| Total Expense Ratio | 0.58 | 0.74 | 78% |
| Annual Report Gross Expense Ratio | 0.58 | 1.13 | 51% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 9.614 | 16.606 | 58% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 106M | 266,981% |
| Annual Yield % from dividends | 1.80 | 1.47 | 122% |
| Returns for 1 year | 10.82 | 27.19 | 40% |
| Returns for 3 years | 42.00 | 43.94 | 96% |
| Returns for 5 years | 33.53 | 45.34 | 74% |
| Returns for 10 years | 93.74 | N/A | - |
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