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CLBAX vs PWTAX
CLBAX vs PWTAX Comparison
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CLBAX vs PWTAX Comparison Chart in %
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CLBAX vs. PWTAX 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 PWTAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. PWTAX (228M). CLBAX pays higher dividends than PWTAX: CLBAX (1.79) vs PWTAX (1.14). CLBAX was incepted earlier than PWTAX: CLBAX (24 years) vs PWTAX (33 years). PWTAX (1.03) is less costly to investors than CLBAX (0.58). PWTAX is a more actively managed with annual turnover of: 57.00 vs. CLBAX (50.00). PWTAX initial investment is less costly to investors than CLBAX (4%) vs CLBAX (4%). CLBAX has a lower initial minimum investment than PWTAX: CLBAX (250) vs PWTAX (1000). CLBAX annual gain was more profitable for investors over the last year : 12.06 vs. PWTAX (7.90). CLBAX return over 5 years is better than : 34.83 vs. PWTAX (-3.58).
| CLBAX | PWTAX | CLBAX / PWTAX | |
| Total Expense Ratio | 0.58 | 1.03 | 56% |
| Annual Report Gross Expense Ratio | 0.58 | 1.03 | 56% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 8.565 | 7.424 | 115% |
| Front Load | 4% | 6% | 64% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 228M | 126,316% |
| Annual Yield % from dividends | 1.79 | 1.14 | 157% |
| Returns for 1 year | 12.06 | 7.90 | 153% |
| Returns for 3 years | 39.68 | 25.90 | 153% |
| Returns for 5 years | 34.83 | -3.58 | -974% |
| Returns for 10 years | 92.50 | 40.01 | 231% |
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