CLBAX
Price
$40.62
Change
-$0.23 (-0.56%)
Updated
Jul 7 closing price
Net Assets
287.61B
FPURX
Price
$28.64
Change
+$0.17 (+0.60%)
Updated
Jul 6 closing price
Net Assets
34.2B
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CLBAX vs FPURX

CLBAX vs FPURX Comparison Chart in %
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CLBAX vs. FPURX commentary
Jul 08, 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 FPURX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. FPURX (34.2B). CLBAX pays higher dividends than FPURX: CLBAX (1.79) vs FPURX (1.48). CLBAX was incepted earlier than FPURX: CLBAX (24 years) vs FPURX (79 years). CLBAX (0.58) is less costly to investors than FPURX (0.47). FPURX is a more actively managed with annual turnover of: 58.00 vs. CLBAX (50.00). FPURX has a lower initial minimum investment than CLBAX: FPURX (0) vs CLBAX (250). FPURX (13.76) and CLBAX (13.19) have marching annual gain over last year. CLBAX return over 5 years is better than : 36.67 vs. FPURX (6.91).
CLBAXFPURXCLBAX / FPURX
Total Expense Ratio0.580.47123%
Annual Report Gross Expense Ratio0.580.47123%
Fund Existence24 years79 years-
Gain YTD9.21010.34189%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets288B34.2B842%
Annual Yield % from dividends1.791.48121%
Returns for 1 year13.1913.7696%
Returns for 3 years43.8833.31132%
Returns for 5 years36.676.91530%
Returns for 10 years94.8155.75170%
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