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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
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 285B vs. MBERX (443M). MBERX pays higher dividends than CLBAX: MBERX (2.15) vs CLBAX (1.80). CLBAX was incepted earlier than MBERX: CLBAX (25 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 : 6.67 vs. MBERX (5.77). CLBAX return over 5 years is better than : 33.22 vs. MBERX (2.51).
| CLBAX | MBERX | CLBAX / MBERX | |
| Total Expense Ratio | 0.58 | 0.73 | 79% |
| Annual Report Gross Expense Ratio | 0.58 | 0.73 | 79% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 8.484 | 7.926 | 107% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 443M | 64,334% |
| Annual Yield % from dividends | 1.80 | 2.15 | 83% |
| Returns for 1 year | 6.67 | 5.77 | 115% |
| Returns for 3 years | 41.43 | 25.43 | 163% |
| Returns for 5 years | 33.22 | 2.51 | 1,324% |
| Returns for 10 years | 95.16 | N/A | - |
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