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CLBAX vs SVBCX
CLBAX vs SVBCX Comparison
Open Charts CLBAX vs SVBCX
CLBAX vs SVBCX Comparison Chart in %
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CLBAX vs. SVBCX commentary
Jul 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 SVBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. SVBCX (6.9B). CLBAX pays higher dividends than SVBCX: CLBAX (1.79) vs SVBCX (0.83). CLBAX was incepted earlier than SVBCX: CLBAX (24 years) vs SVBCX (27 years). SVBCX (1.73) is less costly to investors than CLBAX (0.58). SVBCX is a more actively managed with annual turnover of: 71.00 vs. CLBAX (50.00). CLBAX has a lower initial minimum investment than SVBCX: CLBAX (250) vs SVBCX (1000). CLBAX annual gain was more profitable for investors over the last year : 12.06 vs. SVBCX (7.39). CLBAX return over 5 years is better than : 34.83 vs. SVBCX (25.35).
| CLBAX | SVBCX | CLBAX / SVBCX | |
| Total Expense Ratio | 0.58 | 1.72 | 34% |
| Annual Report Gross Expense Ratio | 0.58 | 1.73 | 34% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 8.565 | 9.841 | 87% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 6.9B | 4,172% |
| Annual Yield % from dividends | 1.79 | 0.83 | 215% |
| Returns for 1 year | 12.06 | 7.39 | 163% |
| Returns for 3 years | 39.68 | 33.33 | 119% |
| Returns for 5 years | 34.83 | 25.35 | 137% |
| Returns for 10 years | 92.50 | 85.33 | 108% |
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