Interact to see
Advertisement
Advertisement
CLBAX vs SVBCX
CLBAX vs SVBCX Comparison
Open Charts CLBAX vs SVBCX
CLBAX vs SVBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. SVBCX commentary
Aug 03, 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 (6.92B). CLBAX pays higher dividends than SVBCX: CLBAX (1.82) 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 : 11.32 vs. SVBCX (6.92). CLBAX return over 5 years is better than : 34.10 vs. SVBCX (25.24).
| 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 | 8.404 | 10.081 | 83% |
| Front Load | 4% | N/A | - |
| 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 | 0.83 | 218% |
| Returns for 1 year | 11.32 | 6.92 | 164% |
| Returns for 3 years | 38.62 | 32.33 | 119% |
| Returns for 5 years | 34.10 | 25.24 | 135% |
| Returns for 10 years | 93.45 | 86.44 | 108% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VEIGX | 43.87 | 0.33 | +0.76% |
| Vanguard Global ESG Select Stk Investor | |||
| FSAAX | 18.48 | 0.04 | +0.22% |
| Fidelity Advisor Asset Manager 60% A | |||
| VRSGX | 17.33 | 0.03 | +0.17% |
| Virtus KAR Small-Cap Growth R6 | |||
| FSSEX | 14.65 | 0.01 | +0.07% |
| Fidelity SAI Sustainable Intl Eq | |||
| MLPSX | 103.34 | -0.25 | -0.24% |
| ProFunds Mid Cap Value Svc | |||