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CLBFX vs OAKBX
CLBFX vs OAKBX Comparison
Open Charts CLBFX vs OAKBX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Oakmark Equity And Income Investor
Price$36.57
Change-$0.34 (-0.92%)
VolumeN/A
Net Assets6.14B
CLBFX vs OAKBX Comparison Chart
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CLBFX vs. OAKBX commentary
Jun 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. OAKBX (6.14B). OAKBX (2.08) and CLBFX (2.07) have matching dividends . 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). OAKBX annual gain was more profitable for investors over the last year : 8.42 vs. CLBFX (5.44). OAKBX return over 5 years is better than : 49.01 vs. CLBFX (41.30).
| 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 | 4.519 | 2.278 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 6.14B | 3,976% |
| Annual Yield % from dividends | 2.07 | 2.08 | 99% |
| Returns for 1 year | 5.44 | 8.42 | 65% |
| Returns for 3 years | 34.29 | 31.43 | 109% |
| Returns for 5 years | 41.30 | 49.01 | 84% |
| Returns for 10 years | 73.68 | 22.57 | 326% |
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