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CLBCX vs OAKBX
CLBCX vs OAKBX Comparison
Open Charts CLBCX vs OAKBX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Oakmark Equity And Income Investor
Price$37.57
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets6.16B
CLBCX vs OAKBX Comparison Chart in %
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CLBCX vs. OAKBX commentary
Aug 18, 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 CLBCX is a Buy and OAKBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. OAKBX (6.16B). OAKBX pays higher dividends than CLBCX: OAKBX (2.15) vs CLBCX (1.12). CLBCX was incepted earlier than OAKBX: CLBCX (24 years) vs OAKBX (30 years). CLBCX (1.35) is less costly to investors than OAKBX (0.85). CLBCX is a more actively managed with annual turnover of: 44.00 vs. OAKBX (38.00). OAKBX has a lower initial minimum investment than CLBCX: OAKBX (0) vs CLBCX (250). OAKBX annual gain was more profitable for investors over the last year : 8.88 vs. CLBCX (7.14). OAKBX return over 5 years is better than : 44.76 vs. CLBCX (34.64).
| CLBCX | OAKBX | CLBCX / OAKBX | |
| Total Expense Ratio | 1.35 | 0.85 | 159% |
| Annual Report Gross Expense Ratio | 1.35 | 0.85 | 159% |
| Fund Existence | 24 years | 30 years | - |
| Gain YTD | 9.208 | 5.694 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 6.16B | 4,154% |
| Annual Yield % from dividends | 1.12 | 2.15 | 52% |
| Returns for 1 year | 7.14 | 8.88 | 80% |
| Returns for 3 years | 27.58 | 24.64 | 112% |
| Returns for 5 years | 34.64 | 44.76 | 77% |
| Returns for 10 years | 65.77 | 30.45 | 216% |
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