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CLBAX vs OAKBX
CLBAX vs OAKBX Comparison
Open Charts CLBAX vs OAKBX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.37B
Oakmark Equity And Income Investor
Price$37.81
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets6.24B
CLBAX vs OAKBX Comparison Chart in %
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CLBAX vs. OAKBX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 265B vs. OAKBX (6.24B). OAKBX pays higher dividends than CLBAX: OAKBX (2.14) vs CLBAX (1.76). 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 : 8.72 vs. OAKBX (6.30). OAKBX (43.96) and CLBAX (43.96) have equivalent 5 years return.
| 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 | 14.656 | 6.984 | 210% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 6.24B | 4,245% |
| Annual Yield % from dividends | 1.76 | 2.14 | 82% |
| Returns for 1 year | 8.72 | 6.30 | 138% |
| Returns for 3 years | 51.33 | 39.13 | 131% |
| Returns for 5 years | 43.96 | 43.96 | 100% |
| Returns for 10 years | 88.01 | 35.84 | 246% |
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