Interact to see
Advertisement
Advertisement
CLBAX vs FPUKX
CLBAX vs FPUKX Comparison
Open Charts CLBAX vs FPUKX
CLBAX vs FPUKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. FPUKX commentary
Aug 03, 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 (32.9B). CLBAX pays higher dividends than FPUKX: CLBAX (1.82) vs FPUKX (1.63). 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). CLBAX annual gain was more profitable for investors over the last year : 11.32 vs. FPUKX (8.95). CLBAX return over 5 years is better than : 34.10 vs. FPUKX (3.99).
| 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 | 8.404 | 7.760 | 108% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 32.9B | 875% |
| Annual Yield % from dividends | 1.82 | 1.63 | 112% |
| Returns for 1 year | 11.32 | 8.95 | 126% |
| Returns for 3 years | 38.62 | 26.01 | 149% |
| Returns for 5 years | 34.10 | 3.99 | 855% |
| Returns for 10 years | 93.45 | 51.34 | 182% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers