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CLBAX vs OANBX
CLBAX vs OANBX Comparison
Open Charts CLBAX vs OANBX
American Funds American Balanced 529A
Price$37.60
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Oakmark Equity and Income Institutional
Price$39.44
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.16B
CLBAX vs OANBX Comparison Chart in %
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CLBAX vs. OANBX commentary
Dec 29, 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 StrongBuy and OANBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. OANBX (6.16B). OANBX pays higher dividends than CLBAX: OANBX (2.38) vs CLBAX (1.70). 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). OANBX annual gain was more profitable for investors over the last year : 11.00 vs. CLBAX (9.15). OANBX return over 5 years is better than : 41.10 vs. CLBAX (36.56).
| 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 | 10.739 | 11.974 | 90% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.16B | 4,367% |
| Annual Yield % from dividends | 1.70 | 2.38 | 71% |
| Returns for 1 year | 9.15 | 11.00 | 83% |
| Returns for 3 years | 38.03 | 43.92 | 87% |
| Returns for 5 years | 36.56 | 41.10 | 89% |
| Returns for 10 years | 84.88 | N/A | - |
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