CLBAX
Price
$37.12
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
OANBX
Price
$37.49
Change
+$0.02 (+0.05%)
Updated
Jul 25 closing price
Net Assets
6.24B
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CLBAX vs OANBX

Header iconCLBAX vs OANBX Comparison
Open Charts CLBAX vs OANBXBanner chart's image
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.

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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).
CLBAXOANBXCLBAX / OANBX
Total Expense Ratio0.580.5998%
Annual Report Gross Expense Ratio0.580.5998%
Fund Existence23 years9 years-
Gain YTD9.0135.756157%
Front Load4%N/A-
Min. Initial Investment2502500000%
Min. Initial Investment IRAN/AN/A-
Net Assets254B6.24B4,073%
Annual Yield % from dividends1.842.4176%
Returns for 1 year10.2310.3199%
Returns for 3 years35.7633.54107%
Returns for 5 years41.4250.6082%
Returns for 10 years77.58N/A-
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