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CLBAX vs OANBX
CLBAX vs OANBX Comparison
Open Charts CLBAX vs OANBX
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.
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).
| CLBAX | OANBX | CLBAX / OANBX | |
| Total Expense Ratio | 0.58 | 0.59 | 98% |
| Annual Report Gross Expense Ratio | 0.58 | 0.59 | 98% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 8.073 | 5.700 | 142% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 6.24B | 4,041% |
| Annual Yield % from dividends | 1.84 | 2.41 | 76% |
| Returns for 1 year | 7.84 | 11.86 | 66% |
| Returns for 3 years | 36.14 | 36.62 | 99% |
| Returns for 5 years | 43.26 | 55.61 | 78% |
| Returns for 10 years | 77.55 | N/A | - |
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