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CLBFX vs SVBCX
CLBFX vs SVBCX Comparison
Open Charts CLBFX vs SVBCX
CLBFX vs SVBCX Comparison Chart in %
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CLBFX vs. SVBCX 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 SVBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 288B vs. SVBCX (6.9B). CLBFX pays higher dividends than SVBCX: CLBFX (1.92) vs SVBCX (0.86). CLBFX was incepted earlier than SVBCX: CLBFX (24 years) vs SVBCX (27 years). SVBCX (1.73) is less costly to investors than CLBFX (0.66). SVBCX is a more actively managed with annual turnover of: 71.00 vs. CLBFX (50.00). CLBFX has a lower initial minimum investment than SVBCX: CLBFX (250) vs SVBCX (1000). CLBFX annual gain was more profitable for investors over the last year : 16.85 vs. SVBCX (10.77). CLBFX return over 5 years is better than : 38.93 vs. SVBCX (28.24).
| CLBFX | SVBCX | CLBFX / SVBCX | |
| Total Expense Ratio | 0.66 | 1.72 | 38% |
| Annual Report Gross Expense Ratio | 0.66 | 1.73 | 38% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 9.449 | 10.161 | 93% |
| Front Load | N/A | N/A | - |
| 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 | 0.86 | 224% |
| Returns for 1 year | 16.85 | 10.77 | 156% |
| Returns for 3 years | 44.94 | 36.14 | 124% |
| Returns for 5 years | 38.93 | 28.24 | 138% |
| Returns for 10 years | 104.85 | 94.61 | 111% |
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