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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
Jun 03, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 279B vs. SVBAX (6.9B). SVBAX pays higher dividends than CLBCX: SVBAX (1.46) vs CLBCX (1.10). 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 : 16.84 vs. SVBAX (12.44). SVBAX (32.68) and CLBCX (32.06) 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 | 9.330 | 9.966 | 94% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 6.9B | 4,046% |
| Annual Yield % from dividends | 1.10 | 1.46 | 75% |
| Returns for 1 year | 16.84 | 12.44 | 135% |
| Returns for 3 years | 42.21 | 39.56 | 107% |
| Returns for 5 years | 32.06 | 32.68 | 98% |
| Returns for 10 years | 83.43 | 100.56 | 83% |
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