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CLBAX vs OANBX
CLBAX vs OANBX Comparison
Open Charts CLBAX vs OANBX
American Funds American Balanced 529A
Price$39.77
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Oakmark Equity and Income Institutional
Price$38.46
Change+$0.35 (+0.92%)
VolumeN/A
Net Assets6.16B
CLBAX vs OANBX Comparison Chart in %
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CLBAX vs. OANBX commentary
Dec 04, 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 Buy.
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 . 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). CLBAX annual gain was more profitable for investors over the last year : 9.31 vs. OANBX (4.11). CLBAX return over 5 years is better than : 40.94 vs. OANBX (33.88).
| 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 | 16.599 | 8.170 | 203% |
| 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 | 9.31 | 4.11 | 227% |
| Returns for 3 years | 40.94 | 31.25 | 131% |
| Returns for 5 years | 40.94 | 33.88 | 121% |
| Returns for 10 years | 86.94 | N/A | - |
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