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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
Aug 13, 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 SVBIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 283B vs. SVBIX (7.04B). CLBAX pays higher dividends than SVBIX: CLBAX (1.82) vs SVBIX (1.71). CLBAX was incepted earlier than SVBIX: CLBAX (25 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 : 11.83 vs. SVBIX (9.20). CLBAX return over 5 years is better than : 35.16 vs. SVBIX (31.79).
| CLBAX | SVBIX | CLBAX / SVBIX | |
| Total Expense Ratio | 0.58 | 0.72 | 81% |
| Annual Report Gross Expense Ratio | 0.58 | 0.73 | 79% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 10.259 | 12.795 | 80% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 7.04B | 4,019% |
| Annual Yield % from dividends | 1.82 | 1.71 | 106% |
| Returns for 1 year | 11.83 | 9.20 | 129% |
| Returns for 3 years | 43.07 | 40.10 | 107% |
| Returns for 5 years | 35.16 | 31.79 | 111% |
| Returns for 10 years | 94.64 | 103.74 | 91% |
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