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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
Jun 04, 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 Hold and PWTAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 279B vs. PWTAX (232M). PWTAX (1.13) and CLBCX (1.10) have matching dividends . 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 : 16.84 vs. PWTAX (13.34). CLBCX return over 5 years is better than : 32.06 vs. PWTAX (-1.47).
| 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 | 9.330 | 7.919 | 118% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 232M | 120,259% |
| Annual Yield % from dividends | 1.10 | 1.13 | 97% |
| Returns for 1 year | 16.84 | 13.34 | 126% |
| Returns for 3 years | 42.21 | 31.49 | 134% |
| Returns for 5 years | 32.06 | -1.47 | -2,183% |
| Returns for 10 years | 83.43 | 43.56 | 192% |
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