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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
Aug 14, 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 Buy and FPKFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 283B vs. FPKFX (2.29B). CLBAX pays higher dividends than FPKFX: CLBAX (1.82) vs FPKFX (1.70). 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 (12.26) and CLBAX (11.83) have marching annual gain over last year. FPKFX return over 5 years is better than : 41.13 vs. CLBAX (35.16).
| 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 | 10.259 | 10.031 | 102% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 2.29B | 12,374% |
| Annual Yield % from dividends | 1.82 | 1.70 | 107% |
| Returns for 1 year | 11.83 | 12.26 | 96% |
| Returns for 3 years | 43.07 | 50.14 | 86% |
| Returns for 5 years | 35.16 | 41.13 | 85% |
| Returns for 10 years | 94.64 | N/A | - |
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