CLBCX
Price
$40.37
Change
+$0.10 (+0.25%)
Updated
Sep 11 closing price
Net Assets
284.75B
IBALX
Price
$37.57
Change
+$0.15 (+0.40%)
Updated
Sep 11 closing price
Net Assets
1.49B
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CLBCX vs IBALX

CLBCX vs IBALX Comparison Chart in %
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CLBCX vs. IBALX 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 CLBCX is a Buy and IBALX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 285B vs. IBALX (1.49B). IBALX pays higher dividends than CLBCX: IBALX (1.41) vs CLBCX (1.08). CLBCX was incepted earlier than IBALX: CLBCX (25 years) vs IBALX (32 years). CLBCX (1.35) is less costly to investors than IBALX (0.95). CLBCX (50.00) and IBALX (50.00) have comparable annual turnover. CLBCX has a lower initial minimum investment than IBALX: CLBCX (250) vs IBALX (1000). CLBCX annual gain was more profitable for investors over the last year : 5.85 vs. IBALX (2.71). CLBCX return over 5 years is better than : 28.28 vs. IBALX (12.15).
CLBCXIBALXCLBCX / IBALX
Total Expense Ratio1.350.95142%
Annual Report Gross Expense Ratio1.350.95142%
Fund Existence25 years32 years-
Gain YTD7.9154.993159%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets285B1.49B19,076%
Annual Yield % from dividends1.081.4177%
Returns for 1 year5.852.71216%
Returns for 3 years38.2526.28146%
Returns for 5 years28.2812.15233%
Returns for 10 years81.0762.77129%
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