CLBCX
Price
$40.76
Change
-$0.14 (-0.34%)
Updated
Jun 22 closing price
Net Assets
287.61B
FPKFX
Price
$18.89
Change
-$0.04 (-0.21%)
Updated
Jun 22 closing price
Net Assets
2.35B
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CLBCX vs FPKFX

CLBCX vs FPKFX Comparison Chart in %
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CLBCX vs. FPKFX commentary
Jun 24, 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 FPKFX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 288B vs. FPKFX (2.35B). FPKFX pays higher dividends than CLBCX: FPKFX (1.63) vs CLBCX (1.10). CLBCX was incepted earlier than FPKFX: CLBCX (24 years) vs FPKFX (7 years). CLBCX (1.35) is less costly to investors than FPKFX (0.33). FPKFX is a more actively managed with annual turnover of: 64.00 vs. CLBCX (50.00). FPKFX has a lower initial minimum investment than CLBCX: FPKFX (0) vs CLBCX (250). FPKFX annual gain was more profitable for investors over the last year : 19.45 vs. CLBCX (15.81). FPKFX return over 5 years is better than : 45.18 vs. CLBCX (32.72).
CLBCXFPKFXCLBCX / FPKFX
Total Expense Ratio1.350.33409%
Annual Report Gross Expense Ratio1.350.33409%
Fund Existence24 years7 years-
Gain YTD8.95810.10389%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets288B2.35B12,240%
Annual Yield % from dividends1.101.6367%
Returns for 1 year15.8119.4581%
Returns for 3 years41.0651.8279%
Returns for 5 years32.7245.1872%
Returns for 10 years86.46N/A-
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