Interact to see
Advertisement
Advertisement
CLBCX vs FKIQX
CLBCX vs FKIQX Comparison
Open Charts CLBCX vs FKIQX
CLBCX vs FKIQX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. FKIQX commentary
Jul 04, 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 CLBCX is a Hold and FKIQX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 288B vs. FKIQX (79.7B). FKIQX pays higher dividends than CLBCX: FKIQX (5.16) vs CLBCX (1.07). CLBCX was incepted earlier than FKIQX: CLBCX (24 years) vs FKIQX (8 years). CLBCX (1.35) is less costly to investors than FKIQX (0.71). FKIQX is a more actively managed with annual turnover of: 62.14 vs. CLBCX (50.00). CLBCX has a lower initial minimum investment than FKIQX: CLBCX (250) vs FKIQX (1000). CLBCX annual gain was more profitable for investors over the last year : 12.33 vs. FKIQX (11.06). FKIQX (30.84) and CLBCX (30.82) have equivalent 5 years return.
| CLBCX | FKIQX | CLBCX / FKIQX | |
| Total Expense Ratio | 1.35 | 0.71 | 190% |
| Annual Report Gross Expense Ratio | 1.35 | 0.71 | 190% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 8.851 | 5.589 | 158% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 79.7B | 361% |
| Annual Yield % from dividends | 1.07 | 5.16 | 21% |
| Returns for 1 year | 12.33 | 11.06 | 111% |
| Returns for 3 years | 38.98 | 32.25 | 121% |
| Returns for 5 years | 30.82 | 30.84 | 100% |
| Returns for 10 years | 82.27 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RAGHX | 29.89 | 0.83 | +2.86% |
| Virtus KAR Health Sciences A | |||
| CCCNX | 7.80 | 0.06 | +0.78% |
| Center Coast Brookfield Midstream Foc I | |||
| MCIMX | 27.00 | 0.13 | +0.48% |
| Victory Integrity Mid-Cap Value C | |||
| CVERX | 18.66 | 0.01 | +0.05% |
| Columbia Select Mid Cap Value Instl 2 | |||
| FCGSX | 33.00 | -0.39 | -1.17% |
| Fidelity Series Growth Company | |||