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CLBAX vs OAKBX
CLBAX vs OAKBX Comparison
Open Charts CLBAX vs OAKBX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Oakmark Equity And Income Investor
Price$38.15
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets6.29B
CLBAX vs OAKBX Comparison Chart in %
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CLBAX vs. OAKBX commentary
Sep 09, 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: 259B vs. OAKBX (6.29B). OAKBX pays higher dividends than CLBAX: OAKBX (2.09) vs CLBAX (1.80). 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 (9.95) and OAKBX (9.50) have marching annual gain over last year. OAKBX return over 5 years is better than : 45.90 vs. CLBAX (41.54).
| 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 | 11.362 | 7.326 | 155% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 6.29B | 4,116% |
| Annual Yield % from dividends | 1.80 | 2.09 | 86% |
| Returns for 1 year | 9.95 | 9.50 | 105% |
| Returns for 3 years | 40.92 | 34.92 | 117% |
| Returns for 5 years | 41.54 | 45.90 | 91% |
| Returns for 10 years | 88.47 | 37.83 | 234% |
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