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CLBAX vs VWELX
CLBAX vs VWELX Comparison
Open Charts CLBAX vs VWELX
CLBAX vs VWELX Comparison Chart in %
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CLBAX vs. VWELX commentary
Sep 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 VWELX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 285B vs. VWELX (122B). VWELX pays higher dividends than CLBAX: VWELX (1.95) vs CLBAX (1.80). CLBAX was incepted earlier than VWELX: CLBAX (25 years) vs VWELX (97 years). CLBAX (0.58) is less costly to investors than VWELX (0.24). VWELX is a more actively managed with annual turnover of: 62.00 vs. CLBAX (50.00). CLBAX has a lower initial minimum investment than VWELX: CLBAX (250) vs VWELX (3000). CLBAX annual gain was more profitable for investors over the last year : 6.54 vs. VWELX (-0.75). CLBAX return over 5 years is better than : 34.52 vs. VWELX (-0.33).
| CLBAX | VWELX | CLBAX / VWELX | |
| Total Expense Ratio | 0.58 | 0.24 | 242% |
| Annual Report Gross Expense Ratio | 0.58 | 0.24 | 242% |
| Fund Existence | 25 years | 97 years | - |
| Gain YTD | 8.663 | 5.278 | 164% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 122B | 234% |
| Annual Yield % from dividends | 1.80 | 1.95 | 92% |
| Returns for 1 year | 6.54 | -0.75 | -869% |
| Returns for 3 years | 44.53 | 21.88 | 203% |
| Returns for 5 years | 34.52 | -0.33 | -10,306% |
| Returns for 10 years | 93.24 | 33.31 | 280% |
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