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CLBCX vs VWELX
CLBCX vs VWELX Comparison
Open Charts CLBCX vs VWELX
CLBCX vs VWELX Comparison Chart in %
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CLBCX vs. VWELX 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 Hold and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 288B vs. VWELX (125B). 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 : 15.81 vs. VWELX (8.83). CLBCX return over 5 years is better than : 32.72 vs. VWELX (3.96).
| CLBCX | VWELX | CLBCX / VWELX | |
| Total Expense Ratio | 1.35 | 0.24 | 563% |
| Annual Report Gross Expense Ratio | 1.35 | 0.24 | 563% |
| Fund Existence | 24 years | 97 years | - |
| Gain YTD | 8.958 | 6.112 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 125B | 230% |
| Annual Yield % from dividends | 1.10 | 1.95 | 56% |
| Returns for 1 year | 15.81 | 8.83 | 179% |
| Returns for 3 years | 41.06 | 21.13 | 194% |
| Returns for 5 years | 32.72 | 3.96 | 827% |
| Returns for 10 years | 86.46 | 40.53 | 213% |
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