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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
Sep 13, 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 FPUKX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 285B vs. FPUKX (33.4B). CLBAX pays higher dividends than FPUKX: CLBAX (1.80) vs FPUKX (1.59). 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). FPUKX (6.83) and CLBAX (6.67) have marching annual gain over last year. CLBAX return over 5 years is better than : 33.22 vs. FPUKX (4.29).
| 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 | 8.484 | 9.000 | 94% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 33.4B | 853% |
| Annual Yield % from dividends | 1.80 | 1.59 | 113% |
| Returns for 1 year | 6.67 | 6.83 | 98% |
| Returns for 3 years | 41.43 | 29.23 | 142% |
| Returns for 5 years | 33.22 | 4.29 | 775% |
| Returns for 10 years | 95.16 | 53.89 | 177% |
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