Interact to see
Advertisement
Advertisement
CLBCX vs PWTYX
CLBCX vs PWTYX Comparison
Open Charts CLBCX vs PWTYX
CLBCX vs PWTYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. PWTYX commentary
Jul 25, 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 PWTYX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 288B vs. PWTYX (223M). PWTYX pays higher dividends than CLBCX: PWTYX (1.25) vs CLBCX (1.07). CLBCX was incepted earlier than PWTYX: CLBCX (24 years) vs PWTYX (33 years). CLBCX (1.35) is less costly to investors than PWTYX (0.77). PWTYX is a more actively managed with annual turnover of: 57.00 vs. CLBCX (50.00). CLBCX annual gain was more profitable for investors over the last year : 9.53 vs. PWTYX (5.23). CLBCX return over 5 years is better than : 28.52 vs. PWTYX (-3.63).
| CLBCX | PWTYX | CLBCX / PWTYX | |
| Total Expense Ratio | 1.35 | 0.77 | 175% |
| Annual Report Gross Expense Ratio | 1.35 | 0.77 | 175% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 7.327 | 5.545 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 223M | 129,148% |
| Annual Yield % from dividends | 1.07 | 1.25 | 85% |
| Returns for 1 year | 9.53 | 5.23 | 182% |
| Returns for 3 years | 34.65 | 24.06 | 144% |
| Returns for 5 years | 28.52 | -3.63 | -786% |
| Returns for 10 years | 77.34 | 42.23 | 183% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers