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CLBAX vs FKIQX
CLBAX vs FKIQX Comparison
Open Charts CLBAX vs FKIQX
CLBAX vs FKIQX Comparison Chart in %
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CLBAX vs. FKIQX commentary
Jul 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 CLBAX is a Hold and FKIQX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. FKIQX (79.7B). FKIQX pays higher dividends than CLBAX: FKIQX (5.16) vs CLBAX (1.79). CLBAX was incepted earlier than FKIQX: CLBAX (24 years) vs FKIQX (8 years). FKIQX (0.71) is less costly to investors than CLBAX (0.58). FKIQX is a more actively managed with annual turnover of: 62.14 vs. CLBAX (50.00). FKIQX initial investment is less costly to investors than CLBAX (4%) vs CLBAX (4%). CLBAX has a lower initial minimum investment than FKIQX: CLBAX (250) vs FKIQX (1000). CLBAX annual gain was more profitable for investors over the last year : 13.18 vs. FKIQX (11.06). CLBAX return over 5 years is better than : 35.86 vs. FKIQX (30.84).
| CLBAX | FKIQX | CLBAX / FKIQX | |
| Total Expense Ratio | 0.58 | 0.71 | 82% |
| Annual Report Gross Expense Ratio | 0.58 | 0.71 | 82% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 9.264 | 5.589 | 166% |
| Front Load | 4% | 4% | 93% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 79.7B | 361% |
| Annual Yield % from dividends | 1.79 | 5.16 | 35% |
| Returns for 1 year | 13.18 | 11.06 | 119% |
| Returns for 3 years | 42.15 | 32.25 | 131% |
| Returns for 5 years | 35.86 | 30.84 | 116% |
| Returns for 10 years | 96.49 | N/A | - |
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