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CLBAX vs SVBIX
CLBAX vs SVBIX Comparison
Open Charts CLBAX vs SVBIX
CLBAX vs SVBIX Comparison Chart in %
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CLBAX vs. SVBIX commentary
Jul 22, 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 SVBIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. SVBIX (6.84B). CLBAX (1.79) and SVBIX (1.70) have matching dividends . CLBAX was incepted earlier than SVBIX: CLBAX (24 years) vs SVBIX (24 years). SVBIX (0.73) is less costly to investors than CLBAX (0.58). SVBIX is a more actively managed with annual turnover of: 71.00 vs. CLBAX (50.00). CLBAX has a lower initial minimum investment than SVBIX: CLBAX (250) vs SVBIX (250000). CLBAX annual gain was more profitable for investors over the last year : 11.22 vs. SVBIX (7.37). CLBAX return over 5 years is better than : 34.41 vs. SVBIX (30.01).
| CLBAX | SVBIX | CLBAX / SVBIX | |
| Total Expense Ratio | 0.58 | 0.72 | 81% |
| Annual Report Gross Expense Ratio | 0.58 | 0.73 | 79% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 7.866 | 9.457 | 83% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 6.84B | 4,212% |
| Annual Yield % from dividends | 1.79 | 1.70 | 105% |
| Returns for 1 year | 11.22 | 7.37 | 152% |
| Returns for 3 years | 38.34 | 35.30 | 109% |
| Returns for 5 years | 34.41 | 30.01 | 115% |
| Returns for 10 years | 90.95 | 97.92 | 93% |
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