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CLBAX vs OANBX
CLBAX vs OANBX Comparison
Open Charts CLBAX vs OANBX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Oakmark Equity and Income Institutional
Price$39.03
Change+$1.25 (+3.31%)
VolumeN/A
Net Assets6.18B
CLBAX vs OANBX Comparison Chart in %
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CLBAX vs. OANBX 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 OANBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. OANBX (6.18B). OANBX pays higher dividends than CLBAX: OANBX (2.41) vs CLBAX (1.89). CLBAX was incepted earlier than OANBX: CLBAX (24 years) vs OANBX (9 years). OANBX (0.59) and CLBAX (0.58) have similar cost to investors . OANBX is a more actively managed with annual turnover of: 69.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than OANBX: CLBAX (250) vs OANBX (250000). CLBAX annual gain was more profitable for investors over the last year : 11.35 vs. OANBX (8.63). CLBAX return over 5 years is better than : 37.40 vs. OANBX (33.14).
| CLBAX | OANBX | CLBAX / OANBX | |
| Total Expense Ratio | 0.58 | 0.59 | 98% |
| Annual Report Gross Expense Ratio | 0.58 | 0.59 | 98% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 2.460 | 0.103 | 2,398% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 6.18B | 4,372% |
| Annual Yield % from dividends | 1.89 | 2.41 | 79% |
| Returns for 1 year | 11.35 | 8.63 | 131% |
| Returns for 3 years | 36.75 | 31.25 | 118% |
| Returns for 5 years | 37.40 | 33.14 | 113% |
| Returns for 10 years | 100.85 | N/A | - |
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