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CLBAX vs FPKFX
CLBAX vs FPKFX Comparison
Open Charts CLBAX vs FPKFX
CLBAX vs FPKFX Comparison Chart in %
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CLBAX vs. FPKFX commentary
Sep 10, 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 FPKFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 285B vs. FPKFX (2.3B). CLBAX pays higher dividends than FPKFX: CLBAX (1.80) vs FPKFX (1.67). CLBAX was incepted earlier than FPKFX: CLBAX (25 years) vs FPKFX (7 years). CLBAX (0.58) is less costly to investors than FPKFX (0.33). FPKFX is a more actively managed with annual turnover of: 64.00 vs. CLBAX (50.00). FPKFX has a lower initial minimum investment than CLBAX: FPKFX (0) vs CLBAX (250). FPKFX annual gain was more profitable for investors over the last year : 11.64 vs. CLBAX (9.17). FPKFX return over 5 years is better than : 40.90 vs. CLBAX (34.10).
| CLBAX | FPKFX | CLBAX / FPKFX | |
| Total Expense Ratio | 0.58 | 0.33 | 176% |
| Annual Report Gross Expense Ratio | 0.58 | 0.33 | 176% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 9.560 | 10.382 | 92% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 2.3B | 12,391% |
| Annual Yield % from dividends | 1.80 | 1.67 | 108% |
| Returns for 1 year | 9.17 | 11.64 | 79% |
| Returns for 3 years | 42.91 | 48.71 | 88% |
| Returns for 5 years | 34.10 | 40.90 | 83% |
| Returns for 10 years | 96.62 | N/A | - |
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