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CLBAX vs OAKBX
CLBAX vs OAKBX Comparison
Open Charts CLBAX vs OAKBX
American Funds American Balanced 529A
Price$37.60
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Oakmark Equity And Income Investor
Price$39.47
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.16B
CLBAX vs OAKBX Comparison Chart in %
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CLBAX vs. OAKBX commentary
Dec 28, 2025
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 CLBAX is a StrongBuy and OAKBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. OAKBX (6.16B). OAKBX pays higher dividends than CLBAX: OAKBX (2.13) vs CLBAX (1.70). CLBAX was incepted earlier than OAKBX: CLBAX (24 years) vs OAKBX (30 years). OAKBX (0.85) is less costly to investors than CLBAX (0.58). OAKBX is a more actively managed with annual turnover of: 69.00 vs. CLBAX (44.00). OAKBX has a lower initial minimum investment than CLBAX: OAKBX (0) vs CLBAX (250). OAKBX annual gain was more profitable for investors over the last year : 10.72 vs. CLBAX (9.15). OAKBX return over 5 years is better than : 39.62 vs. CLBAX (36.56).
| CLBAX | OAKBX | CLBAX / OAKBX | |
| Total Expense Ratio | 0.58 | 0.85 | 68% |
| Annual Report Gross Expense Ratio | 0.58 | 0.85 | 68% |
| Fund Existence | 24 years | 30 years | - |
| Gain YTD | 10.739 | 11.681 | 92% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.16B | 4,367% |
| Annual Yield % from dividends | 1.70 | 2.13 | 80% |
| Returns for 1 year | 9.15 | 10.72 | 85% |
| Returns for 3 years | 38.03 | 42.79 | 89% |
| Returns for 5 years | 36.56 | 39.62 | 92% |
| Returns for 10 years | 84.88 | 52.03 | 163% |
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