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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
Jun 24, 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: 288B vs. PWTYX (228M). PWTYX pays higher dividends than CLBCX: PWTYX (1.25) vs CLBCX (1.10). 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 : 15.81 vs. PWTYX (12.32). CLBCX return over 5 years is better than : 32.72 vs. PWTYX (-0.35).
| 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 | 8.958 | 7.591 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 228M | 126,316% |
| Annual Yield % from dividends | 1.10 | 1.25 | 88% |
| Returns for 1 year | 15.81 | 12.32 | 128% |
| Returns for 3 years | 41.06 | 31.25 | 131% |
| Returns for 5 years | 32.72 | -0.35 | -9,251% |
| Returns for 10 years | 86.46 | 52.76 | 164% |
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