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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
Aug 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 PWTYX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 283B vs. PWTYX (231M). CLBAX pays higher dividends than PWTYX: CLBAX (1.82) vs PWTYX (1.26). 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 : 12.19 vs. PWTYX (7.53). CLBAX return over 5 years is better than : 35.88 vs. PWTYX (-0.51).
| 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 | 10.850 | 9.751 | 111% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 231M | 122,511% |
| Annual Yield % from dividends | 1.82 | 1.26 | 144% |
| Returns for 1 year | 12.19 | 7.53 | 162% |
| Returns for 3 years | 43.60 | 30.88 | 141% |
| Returns for 5 years | 35.88 | -0.51 | -7,089% |
| Returns for 10 years | 95.38 | 45.95 | 208% |
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