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CLBCX vs VALIX
CLBCX vs VALIX Comparison
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CLBCX vs VALIX Comparison Chart in %
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CLBCX vs. VALIX commentary
Jul 14, 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 VALIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 288B vs. VALIX (558M). CLBCX pays higher dividends than VALIX: CLBCX (1.07) vs VALIX (0.57). CLBCX was incepted earlier than VALIX: CLBCX (24 years) vs VALIX (74 years). CLBCX (1.35) is less costly to investors than VALIX (1.08). CLBCX is a more actively managed with annual turnover of: 50.00 vs. VALIX (43.00). CLBCX has a lower initial minimum investment than VALIX: CLBCX (250) vs VALIX (1000). VALIX annual gain was more profitable for investors over the last year : 13.16 vs. CLBCX (11.19). CLBCX return over 5 years is better than : 29.80 vs. VALIX (16.27).
| CLBCX | VALIX | CLBCX / VALIX | |
| Total Expense Ratio | 1.35 | 1.08 | 125% |
| Annual Report Gross Expense Ratio | 1.35 | 1.08 | 125% |
| Fund Existence | 24 years | 74 years | - |
| Gain YTD | 8.102 | 9.944 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 558M | 51,613% |
| Annual Yield % from dividends | 1.07 | 0.57 | 187% |
| Returns for 1 year | 11.19 | 13.16 | 85% |
| Returns for 3 years | 36.50 | 64.51 | 57% |
| Returns for 5 years | 29.80 | 16.27 | 183% |
| Returns for 10 years | 78.55 | 85.06 | 92% |
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