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CLBFX vs PWTYX
CLBFX vs PWTYX Comparison
Open Charts CLBFX vs PWTYX
CLBFX vs PWTYX Comparison Chart in %
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CLBFX vs. PWTYX 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 Buy and PWTYX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 288B vs. PWTYX (228M). CLBFX pays higher dividends than PWTYX: CLBFX (1.92) vs PWTYX (1.25). CLBFX was incepted earlier than PWTYX: CLBFX (24 years) vs PWTYX (33 years). PWTYX (0.77) is less costly to investors than CLBFX (0.66). PWTYX is a more actively managed with annual turnover of: 57.00 vs. CLBFX (50.00). CLBFX annual gain was more profitable for investors over the last year : 15.03 vs. PWTYX (12.32). CLBFX return over 5 years is better than : 36.94 vs. PWTYX (-0.35).
| CLBFX | PWTYX | CLBFX / PWTYX | |
| Total Expense Ratio | 0.66 | 0.77 | 86% |
| Annual Report Gross Expense Ratio | 0.66 | 0.77 | 86% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 8.344 | 7.591 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 228M | 126,316% |
| Annual Yield % from dividends | 1.92 | 1.25 | 154% |
| Returns for 1 year | 15.03 | 12.32 | 122% |
| Returns for 3 years | 43.48 | 31.25 | 139% |
| Returns for 5 years | 36.94 | -0.35 | -10,442% |
| Returns for 10 years | 102.78 | 52.76 | 195% |
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