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CLBAX vs MBERX
CLBAX vs MBERX Comparison
Open Charts CLBAX vs MBERX
CLBAX vs MBERX Comparison Chart in %
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CLBAX vs. MBERX commentary
Jun 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 MBERX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 279B vs. MBERX (445M). MBERX pays higher dividends than CLBAX: MBERX (2.18) vs CLBAX (1.78). CLBAX was incepted earlier than MBERX: CLBAX (24 years) vs MBERX (8 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 : 17.74 vs. MBERX (9.26). CLBAX return over 5 years is better than : 37.18 vs. MBERX (0.06).
| 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 | 8 years | - |
| Gain YTD | 9.696 | 4.985 | 195% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 445M | 62,697% |
| Annual Yield % from dividends | 1.78 | 2.18 | 82% |
| Returns for 1 year | 17.74 | 9.26 | 192% |
| Returns for 3 years | 45.52 | 24.84 | 183% |
| Returns for 5 years | 37.18 | 0.06 | 63,944% |
| Returns for 10 years | 97.87 | N/A | - |
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