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CLBAX vs FPUKX
CLBAX vs FPUKX Comparison
Open Charts CLBAX vs FPUKX
CLBAX vs FPUKX Comparison Chart in %
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CLBAX vs. FPUKX commentary
Aug 23, 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 FPUKX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 283B vs. FPUKX (32.9B). CLBAX pays higher dividends than FPUKX: CLBAX (1.82) vs FPUKX (1.63). CLBAX was incepted earlier than FPUKX: CLBAX (25 years) vs FPUKX (18 years). CLBAX (0.58) is less costly to investors than FPUKX (0.40). FPUKX is a more actively managed with annual turnover of: 58.00 vs. CLBAX (50.00). FPUKX has a lower initial minimum investment than CLBAX: FPUKX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 12.63 vs. FPUKX (10.95). CLBAX return over 5 years is better than : 35.82 vs. FPUKX (5.93).
| CLBAX | FPUKX | CLBAX / FPUKX | |
| Total Expense Ratio | 0.58 | 0.40 | 145% |
| Annual Report Gross Expense Ratio | 0.58 | 0.40 | 145% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 10.098 | 9.698 | 104% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 32.9B | 860% |
| Annual Yield % from dividends | 1.82 | 1.63 | 112% |
| Returns for 1 year | 12.63 | 10.95 | 115% |
| Returns for 3 years | 45.00 | 32.48 | 139% |
| Returns for 5 years | 35.82 | 5.93 | 604% |
| Returns for 10 years | 94.05 | 51.81 | 182% |
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