Interact to see
Advertisement
Advertisement
CLBAX vs VWELX
CLBAX vs VWELX Comparison
Open Charts CLBAX vs VWELX
CLBAX vs VWELX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. VWELX commentary
Jul 26, 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 VWELX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. VWELX (123B). VWELX pays higher dividends than CLBAX: VWELX (1.96) vs CLBAX (1.79). CLBAX was incepted earlier than VWELX: CLBAX (24 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 : 10.36 vs. VWELX (2.30). CLBAX return over 5 years is better than : 33.49 vs. VWELX (-0.97).
| CLBAX | VWELX | CLBAX / VWELX | |
| Total Expense Ratio | 0.58 | 0.24 | 242% |
| Annual Report Gross Expense Ratio | 0.58 | 0.24 | 242% |
| Fund Existence | 24 years | 97 years | - |
| Gain YTD | 7.785 | 4.198 | 185% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 123B | 234% |
| Annual Yield % from dividends | 1.79 | 1.96 | 91% |
| Returns for 1 year | 10.36 | 2.30 | 450% |
| Returns for 3 years | 37.70 | 15.60 | 242% |
| Returns for 5 years | 33.49 | -0.97 | -3,438% |
| Returns for 10 years | 91.19 | 31.83 | 287% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers