Interact to see
Advertisement
Advertisement
CLBAX vs MBERX
CLBAX vs MBERX Comparison
Open Charts CLBAX vs MBERX
CLBAX vs MBERX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. MBERX commentary
Jul 14, 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 MBERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. MBERX (447M). MBERX pays higher dividends than CLBAX: MBERX (2.23) vs CLBAX (1.79). CLBAX was incepted earlier than MBERX: CLBAX (24 years) vs MBERX (9 years). MBERX (0.73) is less costly to investors than CLBAX (0.58). MBERX is a more actively managed with annual turnover of: 201.00 vs. CLBAX (50.00). MBERX has a lower initial minimum investment than CLBAX: MBERX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 12.06 vs. MBERX (8.71). CLBAX return over 5 years is better than : 34.83 vs. MBERX (2.29).
| CLBAX | MBERX | CLBAX / MBERX | |
| Total Expense Ratio | 0.58 | 0.73 | 79% |
| Annual Report Gross Expense Ratio | 0.58 | 0.73 | 79% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 8.565 | 6.867 | 125% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 447M | 64,430% |
| Annual Yield % from dividends | 1.79 | 2.23 | 80% |
| Returns for 1 year | 12.06 | 8.71 | 139% |
| Returns for 3 years | 39.68 | 23.86 | 166% |
| Returns for 5 years | 34.83 | 2.29 | 1,524% |
| Returns for 10 years | 92.50 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MRFGX | 23.03 | N/A | N/A |
| BlackRock Capital Appreciation R | |||
| BIRIX | 26.71 | N/A | N/A |
| BlackRock Sust Awr Advtg Lg Cp Cr Instl | |||
| HEONX | 19.92 | N/A | N/A |
| Hartford Climate Opportunities C | |||
| GSIMX | 23.70 | N/A | N/A |
| Goldman Sachs GQG Ptnrs Intl Opps Instl | |||
| TBDQX | 23.18 | N/A | N/A |
| PGIM Jennison Diversified Growth R6 | |||