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CLBAX vs PWTYX
CLBAX vs PWTYX Comparison
Open Charts CLBAX vs PWTYX
CLBAX vs PWTYX Comparison Chart in %
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CLBAX vs. PWTYX commentary
Sep 11, 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 PWTYX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 285B vs. PWTYX (228M). CLBAX pays higher dividends than PWTYX: CLBAX (1.80) vs PWTYX (1.23). CLBAX was incepted earlier than PWTYX: CLBAX (25 years) vs PWTYX (33 years). PWTYX (0.77) is less costly to investors than CLBAX (0.58). PWTYX is a more actively managed with annual turnover of: 57.00 vs. CLBAX (50.00). CLBAX annual gain was more profitable for investors over the last year : 7.75 vs. PWTYX (5.35). CLBAX return over 5 years is better than : 33.92 vs. PWTYX (-0.68).
| CLBAX | PWTYX | CLBAX / PWTYX | |
| Total Expense Ratio | 0.58 | 0.77 | 75% |
| Annual Report Gross Expense Ratio | 0.58 | 0.77 | 75% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 9.049 | 9.063 | 100% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 228M | 125,000% |
| Annual Yield % from dividends | 1.80 | 1.23 | 146% |
| Returns for 1 year | 7.75 | 5.35 | 145% |
| Returns for 3 years | 41.93 | 30.75 | 136% |
| Returns for 5 years | 33.92 | -0.68 | -5,010% |
| Returns for 10 years | 94.21 | 47.69 | 198% |
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