CLBAX
Price
$40.35
Change
+$0.09 (+0.22%)
Updated
Sep 11 closing price
Net Assets
284.75B
TSHIX
Price
$16.78
Change
+$0.09 (+0.54%)
Updated
Sep 11 closing price
Net Assets
892.13M
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CLBAX vs TSHIX

CLBAX vs TSHIX Comparison Chart in %
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CLBAX vs. TSHIX commentary
Sep 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 TSHIX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 285B vs. TSHIX (892M). TSHIX pays higher dividends than CLBAX: TSHIX (3.29) vs CLBAX (1.80). CLBAX was incepted earlier than TSHIX: CLBAX (25 years) vs TSHIX (13 years). TSHIX (0.72) is less costly to investors than CLBAX (0.58). TSHIX is a more actively managed with annual turnover of: 53.00 vs. CLBAX (50.00). CLBAX has a lower initial minimum investment than TSHIX: CLBAX (250) vs TSHIX (1000000). TSHIX annual gain was more profitable for investors over the last year : 9.01 vs. CLBAX (6.67). TSHIX return over 5 years is better than : 40.81 vs. CLBAX (33.22).
CLBAXTSHIXCLBAX / TSHIX
Total Expense Ratio0.580.7281%
Annual Report Gross Expense Ratio0.580.7281%
Fund Existence25 years13 years-
Gain YTD8.4845.700149%
Front Load4%N/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets285B892M31,951%
Annual Yield % from dividends1.803.2955%
Returns for 1 year6.679.0174%
Returns for 3 years41.4346.6189%
Returns for 5 years33.2240.8181%
Returns for 10 years95.16124.8276%
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