CLBAX
Price
$40.11
Change
-$0.24 (-0.59%)
Updated
Sep 14 closing price
Net Assets
284.75B
TCSHX
Price
$16.67
Change
-$0.03 (-0.18%)
Updated
Sep 14 closing price
Net Assets
896.63M
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CLBAX vs TCSHX

CLBAX vs TCSHX Comparison Chart in %
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CLBAX vs. TCSHX commentary
Sep 15, 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 TCSHX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 285B vs. TCSHX (897M). TCSHX pays higher dividends than CLBAX: TCSHX (2.36) vs CLBAX (1.80). CLBAX was incepted earlier than TCSHX: CLBAX (25 years) vs TCSHX (13 years). TCSHX (1.69) is less costly to investors than CLBAX (0.58). TCSHX is a more actively managed with annual turnover of: 53.00 vs. CLBAX (50.00). CLBAX has a lower initial minimum investment than TCSHX: CLBAX (250) vs TCSHX (1000). TCSHX annual gain was more profitable for investors over the last year : 8.86 vs. CLBAX (6.20). TCSHX return over 5 years is better than : 34.79 vs. CLBAX (31.77).
CLBAXTCSHXCLBAX / TCSHX
Total Expense Ratio0.581.6934%
Annual Report Gross Expense Ratio0.581.6934%
Fund Existence25 years13 years-
Gain YTD7.8395.542141%
Front Load4%N/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets285B897M31,773%
Annual Yield % from dividends1.802.3676%
Returns for 1 year6.208.8670%
Returns for 3 years40.7842.7695%
Returns for 5 years31.7734.7991%
Returns for 10 years93.41107.9087%
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