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CLBCX vs SVBIX
CLBCX vs SVBIX Comparison
Open Charts CLBCX vs SVBIX
CLBCX vs SVBIX Comparison Chart in %
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CLBCX vs. SVBIX 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 Buy and SVBIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 288B vs. SVBIX (6.9B). SVBIX pays higher dividends than CLBCX: SVBIX (1.71) vs CLBCX (1.10). CLBCX was incepted earlier than SVBIX: CLBCX (24 years) vs SVBIX (24 years). CLBCX (1.35) is less costly to investors than SVBIX (0.73). SVBIX is a more actively managed with annual turnover of: 71.00 vs. CLBCX (50.00). CLBCX has a lower initial minimum investment than SVBIX: CLBCX (250) vs SVBIX (250000). CLBCX annual gain was more profitable for investors over the last year : 14.01 vs. SVBIX (11.06). SVBIX return over 5 years is better than : 33.07 vs. CLBCX (30.82).
| CLBCX | SVBIX | CLBCX / SVBIX | |
| Total Expense Ratio | 1.35 | 0.72 | 188% |
| Annual Report Gross Expense Ratio | 1.35 | 0.73 | 185% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 7.862 | 10.337 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 6.9B | 4,173% |
| Annual Yield % from dividends | 1.10 | 1.71 | 64% |
| Returns for 1 year | 14.01 | 11.06 | 127% |
| Returns for 3 years | 39.64 | 39.87 | 99% |
| Returns for 5 years | 30.82 | 33.07 | 93% |
| Returns for 10 years | 84.58 | 109.85 | 77% |
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