CLBAX
Price
$40.35
Change
+$0.09 (+0.22%)
Updated
Sep 11 closing price
Net Assets
284.75B
VTAIX
Price
$9.60
Change
+$0.06 (+0.63%)
Updated
Sep 11 closing price
Net Assets
544.76M
Interact to see
Advertisement

CLBAX vs VTAIX

CLBAX vs VTAIX Comparison Chart in %
View a ticker or compare two or three
VS
CLBAX vs. VTAIX commentary
Sep 12, 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 VTAIX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 285B vs. VTAIX (545M). VTAIX pays higher dividends than CLBAX: VTAIX (2.42) vs CLBAX (1.80). CLBAX was incepted earlier than VTAIX: CLBAX (25 years) vs VTAIX (8 years). VTAIX (0.87) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 50.00 vs. VTAIX (46.00). CLBAX has a lower initial minimum investment than VTAIX: CLBAX (250) vs VTAIX (100000). CLBAX annual gain was more profitable for investors over the last year : 6.67 vs. VTAIX (-13.54). CLBAX return over 5 years is better than : 33.22 vs. VTAIX (-27.97).
CLBAXVTAIXCLBAX / VTAIX
Total Expense Ratio0.580.7676%
Annual Report Gross Expense Ratio0.580.8767%
Fund Existence25 years8 years-
Gain YTD8.484-0.451-1,882%
Front Load4%N/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets285B545M52,294%
Annual Yield % from dividends1.802.4274%
Returns for 1 year6.67-13.54-49%
Returns for 3 years41.432.311,793%
Returns for 5 years33.22-27.97-119%
Returns for 10 years95.16N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GSVSX18.10N/A
N/A
Goldman Sachs Large Cap Value Svc
GOGFX46.02N/A
N/A
Victory Sycamore Small Company Opp R
FIUIX33.06N/A
N/A
Fidelity Telecom and Utilities
JETTX19.84N/A
N/A
Janus Henderson Global Sust Eq T
FBAOX35.09N/A
N/A
Fidelity Advisor® Balanced A