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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 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 SVBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 279B 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 : 17.91 vs. SVBAX (12.44). CLBFX return over 5 years is better than : 38.25 vs. SVBAX (32.68).
| 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 | 9.786 | 9.966 | 98% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 6.9B | 4,046% |
| Annual Yield % from dividends | 1.92 | 1.46 | 132% |
| Returns for 1 year | 17.91 | 12.44 | 144% |
| Returns for 3 years | 46.17 | 39.56 | 117% |
| Returns for 5 years | 38.25 | 32.68 | 117% |
| Returns for 10 years | 101.63 | 100.56 | 101% |
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