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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
Sep 19, 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 SVBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 285B vs. SVBAX (6.86B). CLBAX pays higher dividends than SVBAX: CLBAX (1.80) vs SVBAX (1.44). CLBAX was incepted earlier than SVBAX: CLBAX (25 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 : 6.37 vs. SVBAX (1.76). CLBAX return over 5 years is better than : 33.09 vs. SVBAX (25.83).
| CLBAX | SVBAX | CLBAX / SVBAX | |
| Total Expense Ratio | 0.58 | 1.02 | 57% |
| Annual Report Gross Expense Ratio | 0.58 | 1.03 | 56% |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 8.097 | 9.007 | 90% |
| Front Load | 4% | 5% | 78% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 6.86B | 4,157% |
| Annual Yield % from dividends | 1.80 | 1.44 | 125% |
| Returns for 1 year | 6.37 | 1.76 | 362% |
| Returns for 3 years | 41.07 | 34.68 | 118% |
| Returns for 5 years | 33.09 | 25.83 | 128% |
| Returns for 10 years | 93.95 | 94.68 | 99% |
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