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CLBCX vs SVBAX
CLBCX vs SVBAX Comparison
Open Charts CLBCX vs SVBAX
CLBCX vs SVBAX Comparison Chart in %
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CLBCX vs. SVBAX commentary
Aug 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 Buy and SVBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 288B vs. SVBAX (6.92B). SVBAX pays higher dividends than CLBCX: SVBAX (1.44) vs CLBCX (1.09). CLBCX was incepted earlier than SVBAX: CLBCX (24 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 : 10.49 vs. SVBAX (7.65). SVBAX (29.15) and CLBCX (29.10) have equivalent 5 years return.
| CLBCX | SVBAX | CLBCX / SVBAX | |
| Total Expense Ratio | 1.35 | 1.02 | 132% |
| Annual Report Gross Expense Ratio | 1.35 | 1.03 | 131% |
| Fund Existence | 24 years | 34 years | - |
| Gain YTD | 7.915 | 10.517 | 75% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 6.92B | 4,164% |
| Annual Yield % from dividends | 1.09 | 1.44 | 75% |
| Returns for 1 year | 10.49 | 7.65 | 137% |
| Returns for 3 years | 35.52 | 35.13 | 101% |
| Returns for 5 years | 29.10 | 29.15 | 100% |
| Returns for 10 years | 79.39 | 97.16 | 82% |
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