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CLBCX vs OAKBX
CLBCX vs OAKBX Comparison
Open Charts CLBCX vs OAKBX
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Oakmark Equity And Income Investor
Price$38.15
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets6.29B
CLBCX vs OAKBX Comparison Chart in %
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CLBCX vs. OAKBX commentary
Sep 09, 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: 259B vs. OAKBX (6.29B). OAKBX pays higher dividends than CLBCX: OAKBX (2.09) vs CLBCX (1.11). 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 (9.50) and CLBCX (9.15) have marching annual gain over last year. OAKBX return over 5 years is better than : 45.90 vs. CLBCX (36.30).
| 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 | 10.785 | 7.326 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 6.29B | 4,116% |
| Annual Yield % from dividends | 1.11 | 2.09 | 53% |
| Returns for 1 year | 9.15 | 9.50 | 96% |
| Returns for 3 years | 37.75 | 34.92 | 108% |
| Returns for 5 years | 36.30 | 45.90 | 79% |
| Returns for 10 years | 74.80 | 37.83 | 198% |
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