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CLBFX vs OAKBX
CLBFX vs OAKBX Comparison
Open Charts CLBFX vs OAKBX
American Funds American Balanced 529F
Price$37.88
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
CLBFX vs OAKBX Comparison Chart in %
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CLBFX 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 CLBFX is a Buy and OAKBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. OAKBX (6.29B). OAKBX pays higher dividends than CLBFX: OAKBX (2.09) vs CLBFX (1.94). CLBFX was incepted earlier than OAKBX: CLBFX (23 years) vs OAKBX (30 years). OAKBX (0.85) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. OAKBX (38.00). OAKBX has a lower initial minimum investment than CLBFX: OAKBX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 10.11 vs. OAKBX (9.50). OAKBX return over 5 years is better than : 45.90 vs. CLBFX (42.70).
| CLBFX | OAKBX | CLBFX / OAKBX | |
| Total Expense Ratio | 0.67 | 0.85 | 79% |
| Annual Report Gross Expense Ratio | 0.67 | 0.85 | 79% |
| Fund Existence | 23 years | 30 years | - |
| Gain YTD | 11.495 | 7.326 | 157% |
| 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 | 1.94 | 2.09 | 93% |
| Returns for 1 year | 10.11 | 9.50 | 106% |
| Returns for 3 years | 41.65 | 34.92 | 119% |
| Returns for 5 years | 42.70 | 45.90 | 93% |
| Returns for 10 years | 92.18 | 37.83 | 244% |
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