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CLBFX vs SVBIX
CLBFX vs SVBIX Comparison
Open Charts CLBFX vs SVBIX
CLBFX vs SVBIX Comparison Chart in %
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CLBFX vs. SVBIX 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 SVBIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 288B vs. SVBIX (6.9B). CLBFX pays higher dividends than SVBIX: CLBFX (1.92) vs SVBIX (1.71). CLBFX was incepted earlier than SVBIX: CLBFX (24 years) vs SVBIX (24 years). SVBIX (0.73) is less costly to investors than CLBFX (0.66). SVBIX is a more actively managed with annual turnover of: 71.00 vs. CLBFX (50.00). CLBFX has a lower initial minimum investment than SVBIX: CLBFX (250) vs SVBIX (250000). CLBFX annual gain was more profitable for investors over the last year : 15.03 vs. SVBIX (11.06). CLBFX return over 5 years is better than : 36.94 vs. SVBIX (33.07).
| CLBFX | SVBIX | CLBFX / SVBIX | |
| Total Expense Ratio | 0.66 | 0.72 | 92% |
| Annual Report Gross Expense Ratio | 0.66 | 0.73 | 90% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 8.344 | 10.337 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 6.9B | 4,173% |
| Annual Yield % from dividends | 1.92 | 1.71 | 112% |
| Returns for 1 year | 15.03 | 11.06 | 136% |
| Returns for 3 years | 43.48 | 39.87 | 109% |
| Returns for 5 years | 36.94 | 33.07 | 112% |
| Returns for 10 years | 102.78 | 109.85 | 94% |
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