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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
Jul 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 FPUKX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. FPUKX (34.2B). CLBAX pays higher dividends than FPUKX: CLBAX (1.79) vs FPUKX (1.54). CLBAX was incepted earlier than FPUKX: CLBAX (24 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 annual gain was more profitable for investors over the last year : 13.01 vs. CLBAX (12.06). CLBAX return over 5 years is better than : 34.83 vs. FPUKX (6.15).
| CLBAX | FPUKX | CLBAX / FPUKX | |
| Total Expense Ratio | 0.58 | 0.40 | 145% |
| Annual Report Gross Expense Ratio | 0.58 | 0.40 | 145% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 8.565 | 9.930 | 86% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 34.2B | 842% |
| Annual Yield % from dividends | 1.79 | 1.54 | 116% |
| Returns for 1 year | 12.06 | 13.01 | 93% |
| Returns for 3 years | 39.68 | 29.43 | 135% |
| Returns for 5 years | 34.83 | 6.15 | 566% |
| Returns for 10 years | 92.50 | 55.13 | 168% |
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