CLBFX
Price
$40.96
Change
+$0.10 (+0.24%)
Updated
Jun 2 closing price
Net Assets
278.87B
JCAVX
Price
$9.15
Change
-$0.03 (-0.33%)
Updated
Jun 2 closing price
Net Assets
1.42B
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CLBFX vs JCAVX

Header iconCLBFX vs JCAVX Comparison
Open Charts CLBFX vs JCAVXBanner chart's image
CLBFX vs JCAVX Comparison Chart in %
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CLBFX vs. JCAVX 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 CLBFX is a Hold and JCAVX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 279B vs. JCAVX (1.42B). CLBFX pays higher dividends than JCAVX: CLBFX (1.92) vs JCAVX (1.75). CLBFX was incepted earlier than JCAVX: CLBFX (24 years) vs JCAVX (15 years). JCAVX (0.88) is less costly to investors than CLBFX (0.66). JCAVX is a more actively managed with annual turnover of: 117.00 vs. CLBFX (50.00). JCAVX has a lower initial minimum investment than CLBFX: JCAVX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 17.91 vs. JCAVX (0.86). CLBFX return over 5 years is better than : 38.25 vs. JCAVX (-15.55).
CLBFXJCAVXCLBFX / JCAVX
Total Expense Ratio0.660.8776%
Annual Report Gross Expense Ratio0.660.8875%
Fund Existence24 years15 years-
Gain YTD9.7865.639174%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets279B1.42B19,662%
Annual Yield % from dividends1.921.75110%
Returns for 1 year17.910.862,081%
Returns for 3 years46.1711.73394%
Returns for 5 years38.25-15.55-246%
Returns for 10 years101.63-3.54-2,872%
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