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CLBAX vs OAKBX
CLBAX vs OAKBX Comparison
Open Charts CLBAX vs OAKBX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Oakmark Equity And Income Investor
Price$36.57
Change-$0.34 (-0.92%)
VolumeN/A
Net Assets6.14B
CLBAX vs OAKBX Comparison Chart
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CLBAX vs. OAKBX commentary
Jun 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 244B vs. OAKBX (6.14B). OAKBX pays higher dividends than CLBAX: OAKBX (2.08) vs CLBAX (1.91). CLBAX was incepted earlier than OAKBX: CLBAX (23 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). OAKBX annual gain was more profitable for investors over the last year : 8.42 vs. CLBAX (5.26). OAKBX return over 5 years is better than : 49.01 vs. CLBAX (40.12).
| CLBAX | OAKBX | CLBAX / OAKBX | |
| Total Expense Ratio | 0.58 | 0.85 | 68% |
| Annual Report Gross Expense Ratio | 0.58 | 0.85 | 68% |
| Fund Existence | 23 years | 30 years | - |
| Gain YTD | 4.431 | 2.278 | 194% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 6.14B | 3,976% |
| Annual Yield % from dividends | 1.91 | 2.08 | 92% |
| Returns for 1 year | 5.26 | 8.42 | 62% |
| Returns for 3 years | 33.60 | 31.43 | 107% |
| Returns for 5 years | 40.12 | 49.01 | 82% |
| Returns for 10 years | 70.29 | 22.57 | 311% |
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