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CLBAX vs SVBAX
CLBAX vs SVBAX Comparison
Open Charts CLBAX vs SVBAX
CLBAX vs SVBAX Comparison Chart in %
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CLBAX vs. SVBAX commentary
Aug 04, 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 SVBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. SVBAX (6.92B). CLBAX pays higher dividends than SVBAX: CLBAX (1.82) vs SVBAX (1.44). CLBAX was incepted earlier than SVBAX: CLBAX (24 years) vs SVBAX (34 years). SVBAX (1.03) is less costly to investors than CLBAX (0.58). SVBAX is a more actively managed with annual turnover of: 71.00 vs. CLBAX (50.00). SVBAX initial investment is less costly to investors than CLBAX (4%) vs CLBAX (4%). CLBAX has a lower initial minimum investment than SVBAX: CLBAX (250) vs SVBAX (1000). CLBAX annual gain was more profitable for investors over the last year : 11.32 vs. SVBAX (7.65). CLBAX return over 5 years is better than : 34.10 vs. SVBAX (29.15).
| CLBAX | SVBAX | CLBAX / SVBAX | |
| Total Expense Ratio | 0.58 | 1.02 | 57% |
| Annual Report Gross Expense Ratio | 0.58 | 1.03 | 56% |
| Fund Existence | 24 years | 34 years | - |
| Gain YTD | 8.404 | 10.517 | 80% |
| Front Load | 4% | 5% | 78% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 6.92B | 4,164% |
| Annual Yield % from dividends | 1.82 | 1.44 | 126% |
| Returns for 1 year | 11.32 | 7.65 | 148% |
| Returns for 3 years | 38.62 | 35.13 | 110% |
| Returns for 5 years | 34.10 | 29.15 | 117% |
| Returns for 10 years | 93.45 | 97.16 | 96% |
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