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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
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 CLBCX is a Buy and PWTAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 285B vs. PWTAX (225M). PWTAX (1.12) and CLBCX (1.08) have matching dividends . CLBCX was incepted earlier than PWTAX: CLBCX (25 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 : 5.85 vs. PWTAX (2.12). CLBCX return over 5 years is better than : 28.28 vs. PWTAX (-4.32).
| CLBCX | PWTAX | CLBCX / PWTAX | |
| Total Expense Ratio | 1.35 | 1.03 | 131% |
| Annual Report Gross Expense Ratio | 1.35 | 1.03 | 131% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 7.915 | 7.385 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 225M | 126,667% |
| Annual Yield % from dividends | 1.08 | 1.12 | 96% |
| Returns for 1 year | 5.85 | 2.12 | 275% |
| Returns for 3 years | 38.25 | 27.39 | 140% |
| Returns for 5 years | 28.28 | -4.32 | -654% |
| Returns for 10 years | 81.07 | 39.89 | 203% |
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