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CLBAX vs OANBX
CLBAX vs OANBX Comparison
Open Charts CLBAX vs OANBX
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Oakmark Equity and Income Institutional
Price$37.49
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets6.24B
CLBAX vs OANBX Comparison Chart in %
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CLBAX vs. OANBX commentary
Jul 27, 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: 254B 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 (10.31) and CLBAX (10.23) have marching annual gain over last year. OANBX return over 5 years is better than : 50.60 vs. CLBAX (41.42).
| 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 | 9.013 | 5.756 | 157% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 6.24B | 4,073% |
| Annual Yield % from dividends | 1.84 | 2.41 | 76% |
| Returns for 1 year | 10.23 | 10.31 | 99% |
| Returns for 3 years | 35.76 | 33.54 | 107% |
| Returns for 5 years | 41.42 | 50.60 | 82% |
| Returns for 10 years | 77.58 | N/A | - |
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