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CLBAX vs OAKBX
CLBAX vs OAKBX Comparison
Open Charts CLBAX vs OAKBX
American Funds American Balanced 529A
Price$38.98
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Oakmark Equity And Income Investor
Price$37.68
Change-$0.24 (-0.63%)
VolumeN/A
Net Assets6.16B
CLBAX vs OAKBX Comparison Chart in %
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CLBAX vs. OAKBX commentary
Nov 14, 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 Buy and OAKBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. OAKBX (6.16B). OAKBX pays higher dividends than CLBAX: OAKBX (2.15) vs CLBAX (1.73). 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). CLBAX is a more actively managed with annual turnover of: 44.00 vs. OAKBX (38.00). OAKBX has a lower initial minimum investment than CLBAX: OAKBX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 9.96 vs. OAKBX (4.74). CLBAX return over 5 years is better than : 43.13 vs. OAKBX (36.67).
| 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 | 16.246 | 7.295 | 223% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.16B | 4,366% |
| Annual Yield % from dividends | 1.73 | 2.15 | 81% |
| Returns for 1 year | 9.96 | 4.74 | 210% |
| Returns for 3 years | 44.29 | 31.59 | 140% |
| Returns for 5 years | 43.13 | 36.67 | 118% |
| Returns for 10 years | 90.70 | 38.24 | 237% |
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