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CLBCX vs FKIQX
CLBCX vs FKIQX Comparison
Open Charts CLBCX vs FKIQX
CLBCX vs FKIQX Comparison Chart in %
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CLBCX vs. FKIQX commentary
Sep 12, 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 Buy and FKIQX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 285B vs. FKIQX (79.5B). FKIQX pays higher dividends than CLBCX: FKIQX (5.10) vs CLBCX (1.08). CLBCX was incepted earlier than FKIQX: CLBCX (25 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). FKIQX annual gain was more profitable for investors over the last year : 8.80 vs. CLBCX (5.85). FKIQX return over 5 years is better than : 31.57 vs. CLBCX (28.28).
| CLBCX | FKIQX | CLBCX / FKIQX | |
| Total Expense Ratio | 1.35 | 0.71 | 190% |
| Annual Report Gross Expense Ratio | 1.35 | 0.71 | 190% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 7.915 | 6.091 | 130% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 79.5B | 358% |
| Annual Yield % from dividends | 1.08 | 5.10 | 21% |
| Returns for 1 year | 5.85 | 8.80 | 66% |
| Returns for 3 years | 38.25 | 33.43 | 114% |
| Returns for 5 years | 28.28 | 31.57 | 90% |
| Returns for 10 years | 81.07 | N/A | - |
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