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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 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 VWELX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 288B vs. VWELX (125B). 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 : 16.85 vs. VWELX (8.83). CLBFX return over 5 years is better than : 38.93 vs. VWELX (3.96).
| 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 | 9.449 | 6.112 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 125B | 230% |
| Annual Yield % from dividends | 1.92 | 1.95 | 99% |
| Returns for 1 year | 16.85 | 8.83 | 191% |
| Returns for 3 years | 44.94 | 21.13 | 213% |
| Returns for 5 years | 38.93 | 3.96 | 984% |
| Returns for 10 years | 104.85 | 40.53 | 259% |
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