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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
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 PWTAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 285B vs. PWTAX (225M). CLBAX pays higher dividends than PWTAX: CLBAX (1.80) vs PWTAX (1.12). CLBAX was incepted earlier than PWTAX: CLBAX (25 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 : 6.67 vs. PWTAX (2.12). CLBAX return over 5 years is better than : 33.22 vs. PWTAX (-4.32).
| CLBAX | PWTAX | CLBAX / PWTAX | |
| Total Expense Ratio | 0.58 | 1.03 | 56% |
| Annual Report Gross Expense Ratio | 0.58 | 1.03 | 56% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 8.484 | 7.385 | 115% |
| Front Load | 4% | 6% | 64% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 225M | 126,667% |
| Annual Yield % from dividends | 1.80 | 1.12 | 161% |
| Returns for 1 year | 6.67 | 2.12 | 314% |
| Returns for 3 years | 41.43 | 27.39 | 151% |
| Returns for 5 years | 33.22 | -4.32 | -769% |
| Returns for 10 years | 95.16 | 39.89 | 239% |
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