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CLBFX vs FPUKX
CLBFX vs FPUKX Comparison
Open Charts CLBFX vs FPUKX
CLBFX vs FPUKX Comparison Chart in %
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CLBFX vs. FPUKX commentary
Jun 20, 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 FPUKX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 288B vs. FPUKX (33.8B). CLBFX pays higher dividends than FPUKX: CLBFX (1.92) vs FPUKX (1.56). CLBFX was incepted earlier than FPUKX: CLBFX (24 years) vs FPUKX (18 years). CLBFX (0.66) is less costly to investors than FPUKX (0.40). FPUKX is a more actively managed with annual turnover of: 58.00 vs. CLBFX (50.00). FPUKX has a lower initial minimum investment than CLBFX: FPUKX (0) vs CLBFX (250). FPUKX annual gain was more profitable for investors over the last year : 17.23 vs. CLBFX (16.08). CLBFX return over 5 years is better than : 39.46 vs. FPUKX (9.69).
| CLBFX | FPUKX | CLBFX / FPUKX | |
| Total Expense Ratio | 0.66 | 0.40 | 165% |
| Annual Report Gross Expense Ratio | 0.66 | 0.40 | 165% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 8.910 | 10.443 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 33.8B | 852% |
| Annual Yield % from dividends | 1.92 | 1.56 | 123% |
| Returns for 1 year | 16.08 | 17.23 | 93% |
| Returns for 3 years | 42.85 | 32.68 | 131% |
| Returns for 5 years | 39.46 | 9.69 | 407% |
| Returns for 10 years | 102.25 | 59.88 | 171% |
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