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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
Aug 23, 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 SVBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 283B vs. SVBCX (6.97B). CLBAX pays higher dividends than SVBCX: CLBAX (1.82) vs SVBCX (0.83). CLBAX was incepted earlier than SVBCX: CLBAX (25 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 : 12.63 vs. SVBCX (7.71). CLBAX return over 5 years is better than : 35.82 vs. SVBCX (25.13).
| CLBAX | SVBCX | CLBAX / SVBCX | |
| Total Expense Ratio | 0.58 | 1.72 | 34% |
| Annual Report Gross Expense Ratio | 0.58 | 1.73 | 34% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 10.098 | 10.971 | 92% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 6.97B | 4,063% |
| Annual Yield % from dividends | 1.82 | 0.83 | 218% |
| Returns for 1 year | 12.63 | 7.71 | 164% |
| Returns for 3 years | 45.00 | 36.92 | 122% |
| Returns for 5 years | 35.82 | 25.13 | 143% |
| Returns for 10 years | 94.05 | 85.63 | 110% |
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