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CLBCX vs PWTYX
CLBCX vs PWTYX Comparison
Open Charts CLBCX vs PWTYX
CLBCX vs PWTYX Comparison Chart in %
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CLBCX vs. PWTYX commentary
Sep 11, 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 PWTYX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 285B vs. PWTYX (228M). PWTYX pays higher dividends than CLBCX: PWTYX (1.23) vs CLBCX (1.08). CLBCX was incepted earlier than PWTYX: CLBCX (25 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 : 6.90 vs. PWTYX (5.35). CLBCX return over 5 years is better than : 28.92 vs. PWTYX (-0.68).
| CLBCX | PWTYX | CLBCX / PWTYX | |
| Total Expense Ratio | 1.35 | 0.77 | 175% |
| Annual Report Gross Expense Ratio | 1.35 | 0.77 | 175% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 8.450 | 9.063 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 228M | 125,000% |
| Annual Yield % from dividends | 1.08 | 1.23 | 87% |
| Returns for 1 year | 6.90 | 5.35 | 129% |
| Returns for 3 years | 38.71 | 30.75 | 126% |
| Returns for 5 years | 28.92 | -0.68 | -4,272% |
| Returns for 10 years | 80.06 | 47.69 | 168% |
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