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CLBFX vs SVBAX
CLBFX vs SVBAX Comparison
Open Charts CLBFX vs SVBAX
CLBFX vs SVBAX Comparison Chart in %
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CLBFX vs. SVBAX 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 SVBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 288B vs. SVBAX (6.9B). CLBFX pays higher dividends than SVBAX: CLBFX (1.92) vs SVBAX (1.46). CLBFX was incepted earlier than SVBAX: CLBFX (24 years) vs SVBAX (34 years). SVBAX (1.03) is less costly to investors than CLBFX (0.66). SVBAX is a more actively managed with annual turnover of: 71.00 vs. CLBFX (50.00). CLBFX has a lower initial minimum investment than SVBAX: CLBFX (250) vs SVBAX (1000). CLBFX annual gain was more profitable for investors over the last year : 16.85 vs. SVBAX (11.54). CLBFX return over 5 years is better than : 38.93 vs. SVBAX (32.22).
| CLBFX | SVBAX | CLBFX / SVBAX | |
| Total Expense Ratio | 0.66 | 1.02 | 65% |
| Annual Report Gross Expense Ratio | 0.66 | 1.03 | 64% |
| Fund Existence | 24 years | 34 years | - |
| Gain YTD | 9.449 | 10.513 | 90% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 6.9B | 4,173% |
| Annual Yield % from dividends | 1.92 | 1.46 | 132% |
| Returns for 1 year | 16.85 | 11.54 | 146% |
| Returns for 3 years | 44.94 | 39.02 | 115% |
| Returns for 5 years | 38.93 | 32.22 | 121% |
| Returns for 10 years | 104.85 | 105.64 | 99% |
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