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CLBAX vs OANBX
CLBAX vs OANBX Comparison
Open Charts CLBAX vs OANBX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.37B
Oakmark Equity and Income Institutional
Price$37.77
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets6.24B
CLBAX vs OANBX Comparison Chart in %
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CLBAX vs. OANBX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 265B vs. OANBX (6.24B). OANBX pays higher dividends than CLBAX: OANBX (2.40) vs CLBAX (1.76). 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 : 8.72 vs. OANBX (6.62). OANBX (45.49) and CLBAX (43.96) have equivalent 5 years return.
| 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 | 14.656 | 7.233 | 203% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 6.24B | 4,245% |
| Annual Yield % from dividends | 1.76 | 2.40 | 73% |
| Returns for 1 year | 8.72 | 6.62 | 132% |
| Returns for 3 years | 51.33 | 39.94 | 129% |
| Returns for 5 years | 43.96 | 45.49 | 97% |
| Returns for 10 years | 88.01 | N/A | - |
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