CLBCX
Price
$40.98
Change
+$0.15 (+0.37%)
Updated
Aug 21 closing price
Net Assets
282.59B
SVBAX
Price
$32.49
Change
+$0.11 (+0.34%)
Updated
Aug 21 closing price
Net Assets
6.96B
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CLBCX vs SVBAX

CLBCX vs SVBAX Comparison Chart in %
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VS
CLBCX vs. SVBAX commentary
Aug 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 SVBAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 283B vs. SVBAX (6.97B). SVBAX pays higher dividends than CLBCX: SVBAX (1.44) vs CLBCX (1.09). CLBCX was incepted earlier than SVBAX: CLBCX (25 years) vs SVBAX (34 years). CLBCX (1.35) is less costly to investors than SVBAX (1.03). SVBAX is a more actively managed with annual turnover of: 71.00 vs. CLBCX (50.00). CLBCX has a lower initial minimum investment than SVBAX: CLBCX (250) vs SVBAX (1000). CLBCX annual gain was more profitable for investors over the last year : 11.76 vs. SVBAX (8.48). CLBCX return over 5 years is better than : 30.74 vs. SVBAX (29.02).
CLBCXSVBAXCLBCX / SVBAX
Total Expense Ratio1.351.02132%
Annual Report Gross Expense Ratio1.351.03131%
Fund Existence25 years34 years-
Gain YTD9.54611.47883%
Front LoadN/A5%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets283B6.97B4,063%
Annual Yield % from dividends1.091.4475%
Returns for 1 year11.768.48139%
Returns for 3 years41.7339.83105%
Returns for 5 years30.7429.02106%
Returns for 10 years79.9396.3283%
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