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CLBFX vs VWELX
CLBFX vs VWELX Comparison
Open Charts CLBFX vs VWELX
CLBFX vs VWELX Comparison Chart in %
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CLBFX vs. VWELX commentary
Jun 03, 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 VWELX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 279B vs. VWELX (121B). VWELX (1.95) and CLBFX (1.92) have matching dividends . CLBFX was incepted earlier than VWELX: CLBFX (24 years) vs VWELX (97 years). CLBFX (0.66) is less costly to investors than VWELX (0.24). VWELX is a more actively managed with annual turnover of: 62.00 vs. CLBFX (50.00). CLBFX has a lower initial minimum investment than VWELX: CLBFX (250) vs VWELX (3000). CLBFX annual gain was more profitable for investors over the last year : 17.91 vs. VWELX (10.17). CLBFX return over 5 years is better than : 38.25 vs. VWELX (5.00).
| CLBFX | VWELX | CLBFX / VWELX | |
| Total Expense Ratio | 0.66 | 0.24 | 275% |
| Annual Report Gross Expense Ratio | 0.66 | 0.24 | 275% |
| Fund Existence | 24 years | 97 years | - |
| Gain YTD | 9.786 | 6.833 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 121B | 231% |
| Annual Yield % from dividends | 1.92 | 1.95 | 99% |
| Returns for 1 year | 17.91 | 10.17 | 176% |
| Returns for 3 years | 46.17 | 22.17 | 208% |
| Returns for 5 years | 38.25 | 5.00 | 765% |
| Returns for 10 years | 101.63 | 38.03 | 267% |
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