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CLBFX vs TSUMX
CLBFX vs TSUMX Comparison
Open Charts CLBFX vs TSUMX
CLBFX vs TSUMX Comparison Chart in %
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CLBFX vs. TSUMX commentary
Jun 04, 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 TSUMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 279B vs. TSUMX (115M). TSUMX pays higher dividends than CLBFX: TSUMX (2.64) vs CLBFX (1.92). CLBFX was incepted earlier than TSUMX: CLBFX (24 years) vs TSUMX (7 years). TSUMX (1.21) is less costly to investors than CLBFX (0.66). CLBFX is a more actively managed with annual turnover of: 50.00 vs. TSUMX (32.68). CLBFX has a lower initial minimum investment than TSUMX: CLBFX (250) vs TSUMX (2500000). TSUMX annual gain was more profitable for investors over the last year : 21.11 vs. CLBFX (17.91). CLBFX return over 5 years is better than : 38.25 vs. TSUMX (25.23).
| CLBFX | TSUMX | CLBFX / TSUMX | |
| Total Expense Ratio | 0.66 | 0.70 | 94% |
| Annual Report Gross Expense Ratio | 0.66 | 1.21 | 55% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 9.786 | 10.185 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 115M | 242,609% |
| Annual Yield % from dividends | 1.92 | 2.64 | 73% |
| Returns for 1 year | 17.91 | 21.11 | 85% |
| Returns for 3 years | 46.17 | 47.36 | 97% |
| Returns for 5 years | 38.25 | 25.23 | 152% |
| Returns for 10 years | 101.63 | N/A | - |
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