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CLBFX vs VTARX
CLBFX vs VTARX Comparison
Open Charts CLBFX vs VTARX
CLBFX vs VTARX Comparison Chart in %
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CLBFX vs. VTARX commentary
Jun 29, 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 VTARX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 288B vs. VTARX (564M). VTARX pays higher dividends than CLBFX: VTARX (2.70) vs CLBFX (1.92). CLBFX was incepted earlier than VTARX: CLBFX (24 years) vs VTARX (6 years). VTARX (0.76) is less costly to investors than CLBFX (0.66). CLBFX is a more actively managed with annual turnover of: 50.00 vs. VTARX (46.00). CLBFX has a lower initial minimum investment than VTARX: CLBFX (250) vs VTARX (2500000). CLBFX annual gain was more profitable for investors over the last year : 13.80 vs. VTARX (-11.25). CLBFX return over 5 years is better than : 37.51 vs. VTARX (-23.41).
| CLBFX | VTARX | CLBFX / VTARX | |
| Total Expense Ratio | 0.66 | 0.60 | 110% |
| Annual Report Gross Expense Ratio | 0.66 | 0.76 | 87% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 8.964 | 0.775 | 1,157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 564M | 51,064% |
| Annual Yield % from dividends | 1.92 | 2.70 | 71% |
| Returns for 1 year | 13.80 | -11.25 | -123% |
| Returns for 3 years | 43.39 | 5.43 | 800% |
| Returns for 5 years | 37.51 | -23.41 | -160% |
| Returns for 10 years | 103.69 | -4.79 | -2,165% |
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