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CLBFX vs VALIX
CLBFX vs VALIX Comparison
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CLBFX vs VALIX Comparison Chart in %
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CLBFX vs. VALIX 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 VALIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 288B vs. VALIX (557M). CLBFX pays higher dividends than VALIX: CLBFX (1.92) vs VALIX (0.56). CLBFX was incepted earlier than VALIX: CLBFX (24 years) vs VALIX (74 years). VALIX (1.08) is less costly to investors than CLBFX (0.66). CLBFX is a more actively managed with annual turnover of: 50.00 vs. VALIX (43.00). CLBFX has a lower initial minimum investment than VALIX: CLBFX (250) vs VALIX (1000). VALIX annual gain was more profitable for investors over the last year : 20.33 vs. CLBFX (16.85). CLBFX return over 5 years is better than : 38.93 vs. VALIX (17.74).
| CLBFX | VALIX | CLBFX / VALIX | |
| Total Expense Ratio | 0.66 | 1.08 | 61% |
| Annual Report Gross Expense Ratio | 0.66 | 1.08 | 61% |
| Fund Existence | 24 years | 74 years | - |
| Gain YTD | 9.449 | 11.335 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 557M | 51,706% |
| Annual Yield % from dividends | 1.92 | 0.56 | 342% |
| Returns for 1 year | 16.85 | 20.33 | 83% |
| Returns for 3 years | 44.94 | 73.49 | 61% |
| Returns for 5 years | 38.93 | 17.74 | 219% |
| Returns for 10 years | 104.85 | 98.11 | 107% |
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