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CLBAX vs OAKBX
CLBAX vs OAKBX Comparison
Open Charts CLBAX vs OAKBX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Oakmark Equity And Income Investor
Price$39.07
Change+$1.24 (+3.28%)
VolumeN/A
Net Assets6.18B
CLBAX vs OAKBX Comparison Chart in %
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CLBAX vs. OAKBX commentary
Feb 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 CLBAX is a Hold and OAKBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. OAKBX (6.18B). OAKBX pays higher dividends than CLBAX: OAKBX (2.15) vs CLBAX (1.89). 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). CLBAX annual gain was more profitable for investors over the last year : 11.35 vs. OAKBX (8.34). CLBAX return over 5 years is better than : 37.40 vs. OAKBX (31.74).
| 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 | 2.460 | 0.077 | 3,201% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 6.18B | 4,372% |
| Annual Yield % from dividends | 1.89 | 2.15 | 88% |
| Returns for 1 year | 11.35 | 8.34 | 136% |
| Returns for 3 years | 36.75 | 30.18 | 122% |
| Returns for 5 years | 37.40 | 31.74 | 118% |
| Returns for 10 years | 100.85 | 62.01 | 163% |
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