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CLBFX vs OAKBX
CLBFX vs OAKBX Comparison
Open Charts CLBFX vs OAKBX
American Funds American Balanced 529F
Price$37.54
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Oakmark Equity And Income Investor
Price$39.47
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.16B
CLBFX vs OAKBX Comparison Chart in %
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CLBFX vs. OAKBX commentary
Dec 28, 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 StrongBuy and OAKBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. OAKBX (6.16B). OAKBX pays higher dividends than CLBFX: OAKBX (2.13) vs CLBFX (1.83). 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). OAKBX is a more actively managed with annual turnover of: 69.00 vs. CLBFX (44.00). 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 : 10.72 vs. CLBFX (9.21). OAKBX return over 5 years is better than : 39.62 vs. CLBFX (37.57).
| 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 | 10.840 | 11.681 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.16B | 4,367% |
| Annual Yield % from dividends | 1.83 | 2.13 | 86% |
| Returns for 1 year | 9.21 | 10.72 | 86% |
| Returns for 3 years | 38.59 | 42.79 | 90% |
| Returns for 5 years | 37.57 | 39.62 | 95% |
| Returns for 10 years | 88.41 | 52.03 | 170% |
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