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CLBCX vs PWTAX
CLBCX vs PWTAX Comparison
Open Charts CLBCX vs PWTAX
CLBCX vs PWTAX Comparison Chart in %
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CLBCX vs. PWTAX commentary
Jul 14, 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 PWTAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 288B vs. PWTAX (228M). PWTAX pays higher dividends than CLBCX: PWTAX (1.14) vs CLBCX (1.07). CLBCX was incepted earlier than PWTAX: CLBCX (24 years) vs PWTAX (33 years). CLBCX (1.35) is less costly to investors than PWTAX (1.03). PWTAX is a more actively managed with annual turnover of: 57.00 vs. CLBCX (50.00). CLBCX has a lower initial minimum investment than PWTAX: CLBCX (250) vs PWTAX (1000). CLBCX annual gain was more profitable for investors over the last year : 11.19 vs. PWTAX (7.90). CLBCX return over 5 years is better than : 29.80 vs. PWTAX (-3.58).
| CLBCX | PWTAX | CLBCX / PWTAX | |
| Total Expense Ratio | 1.35 | 1.03 | 131% |
| Annual Report Gross Expense Ratio | 1.35 | 1.03 | 131% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 8.102 | 7.424 | 109% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 228M | 126,316% |
| Annual Yield % from dividends | 1.07 | 1.14 | 94% |
| Returns for 1 year | 11.19 | 7.90 | 142% |
| Returns for 3 years | 36.50 | 25.90 | 141% |
| Returns for 5 years | 29.80 | -3.58 | -833% |
| Returns for 10 years | 78.55 | 40.01 | 196% |
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