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CLBFX vs FKIQX
CLBFX vs FKIQX Comparison
Open Charts CLBFX vs FKIQX
CLBFX vs FKIQX Comparison Chart in %
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CLBFX 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 CLBFX is a Hold and FKIQX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 288B vs. FKIQX (79.7B). FKIQX pays higher dividends than CLBFX: FKIQX (5.16) vs CLBFX (1.92). CLBFX was incepted earlier than FKIQX: CLBFX (24 years) vs FKIQX (8 years). FKIQX (0.71) is less costly to investors than CLBFX (0.66). FKIQX is a more actively managed with annual turnover of: 62.14 vs. CLBFX (50.00). CLBFX has a lower initial minimum investment than FKIQX: CLBFX (250) vs FKIQX (1000). CLBFX annual gain was more profitable for investors over the last year : 12.93 vs. FKIQX (11.06). CLBFX return over 5 years is better than : 36.42 vs. FKIQX (30.84).
| CLBFX | FKIQX | CLBFX / FKIQX | |
| Total Expense Ratio | 0.66 | 0.71 | 93% |
| Annual Report Gross Expense Ratio | 0.66 | 0.71 | 93% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 8.964 | 5.589 | 160% |
| 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 | 1.92 | 5.16 | 37% |
| Returns for 1 year | 12.93 | 11.06 | 117% |
| Returns for 3 years | 42.31 | 32.25 | 131% |
| Returns for 5 years | 36.42 | 30.84 | 118% |
| Returns for 10 years | 99.55 | N/A | - |
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