CLBCX
Price
$41.03
Change
+$0.10 (+0.24%)
Updated
Jun 2 closing price
Net Assets
278.87B
VWELX
Price
$47.63
Change
+$0.03 (+0.06%)
Updated
Jun 2 closing price
Net Assets
121.34B
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CLBCX vs VWELX

Header iconCLBCX vs VWELX Comparison
Open Charts CLBCX vs VWELXBanner chart's image
CLBCX vs VWELX Comparison Chart in %
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CLBCX vs. VWELX 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 VWELX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 279B vs. VWELX (121B). VWELX pays higher dividends than CLBCX: VWELX (1.95) vs CLBCX (1.10). CLBCX was incepted earlier than VWELX: CLBCX (24 years) vs VWELX (97 years). CLBCX (1.35) is less costly to investors than VWELX (0.24). VWELX is a more actively managed with annual turnover of: 62.00 vs. CLBCX (50.00). CLBCX has a lower initial minimum investment than VWELX: CLBCX (250) vs VWELX (3000). CLBCX annual gain was more profitable for investors over the last year : 16.84 vs. VWELX (10.17). CLBCX return over 5 years is better than : 32.06 vs. VWELX (5.00).
CLBCXVWELXCLBCX / VWELX
Total Expense Ratio1.350.24563%
Annual Report Gross Expense Ratio1.350.24563%
Fund Existence24 years97 years-
Gain YTD9.3306.833137%
Front LoadN/AN/A-
Min. Initial Investment25030008%
Min. Initial Investment IRAN/AN/A-
Net Assets279B121B231%
Annual Yield % from dividends1.101.9556%
Returns for 1 year16.8410.17166%
Returns for 3 years42.2122.17190%
Returns for 5 years32.065.00641%
Returns for 10 years83.4338.03219%
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