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CLBFX vs IBALX
CLBFX vs IBALX Comparison
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CLBFX vs IBALX Comparison Chart in %
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CLBFX vs. IBALX 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 CLBFX is a Hold and IBALX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 288B vs. IBALX (1.53B). CLBFX pays higher dividends than IBALX: CLBFX (1.92) vs IBALX (1.37). CLBFX was incepted earlier than IBALX: CLBFX (24 years) vs IBALX (32 years). IBALX (0.95) is less costly to investors than CLBFX (0.66). CLBFX (50.00) and IBALX (50.00) have comparable annual turnover. CLBFX has a lower initial minimum investment than IBALX: CLBFX (250) vs IBALX (1000). CLBFX annual gain was more profitable for investors over the last year : 16.85 vs. IBALX (10.62). CLBFX return over 5 years is better than : 38.93 vs. IBALX (15.88).
| CLBFX | IBALX | CLBFX / IBALX | |
| Total Expense Ratio | 0.66 | 0.95 | 69% |
| Annual Report Gross Expense Ratio | 0.66 | 0.95 | 69% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 9.449 | 4.930 | 192% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.53B | 18,861% |
| Annual Yield % from dividends | 1.92 | 1.37 | 140% |
| Returns for 1 year | 16.85 | 10.62 | 159% |
| Returns for 3 years | 44.94 | 27.89 | 161% |
| Returns for 5 years | 38.93 | 15.88 | 245% |
| Returns for 10 years | 104.85 | 67.27 | 156% |
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