CLBAX
Price
$36.80
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
OANBX
Price
$37.47
Change
+$0.05 (+0.13%)
Updated
Jul 3 closing price
Net Assets
6.24B
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CLBAX vs OANBX

Header iconCLBAX vs OANBX Comparison
Open Charts CLBAX vs OANBXBanner chart's image
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Oakmark Equity and Income Institutional
Price$37.47
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets6.24B
CLBAX vs OANBX Comparison Chart in %
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CLBAX vs. OANBX commentary
Jul 07, 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 OANBX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. OANBX (6.24B). OANBX pays higher dividends than CLBAX: OANBX (2.41) vs CLBAX (1.84). CLBAX was incepted earlier than OANBX: CLBAX (23 years) vs OANBX (9 years). OANBX (0.59) and CLBAX (0.58) have similar cost to investors . CLBAX is a more actively managed with annual turnover of: 44.00 vs. OANBX (38.00). CLBAX has a lower initial minimum investment than OANBX: CLBAX (250) vs OANBX (250000). OANBX annual gain was more profitable for investors over the last year : 11.86 vs. CLBAX (7.84). OANBX return over 5 years is better than : 55.61 vs. CLBAX (43.26).
CLBAXOANBXCLBAX / OANBX
Total Expense Ratio0.580.5998%
Annual Report Gross Expense Ratio0.580.5998%
Fund Existence23 years9 years-
Gain YTD8.0735.700142%
Front Load4%N/A-
Min. Initial Investment2502500000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B6.24B4,041%
Annual Yield % from dividends1.842.4176%
Returns for 1 year7.8411.8666%
Returns for 3 years36.1436.6299%
Returns for 5 years43.2655.6178%
Returns for 10 years77.55N/A-
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