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CLBFX vs OAKBX
CLBFX vs OAKBX Comparison
Open Charts CLBFX vs OAKBX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Oakmark Equity And Income Investor
Price$39.07
Change+$1.24 (+3.28%)
VolumeN/A
Net Assets6.18B
CLBFX vs OAKBX Comparison Chart in %
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CLBFX vs. OAKBX commentary
Feb 04, 2026
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 Hold and OAKBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. OAKBX (6.18B). OAKBX pays higher dividends than CLBFX: OAKBX (2.15) vs CLBFX (2.03). 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). CLBFX annual gain was more profitable for investors over the last year : 11.50 vs. OAKBX (8.34). CLBFX return over 5 years is better than : 38.44 vs. OAKBX (31.74).
| 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 | 2.464 | 0.077 | 3,206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 6.18B | 4,372% |
| Annual Yield % from dividends | 2.03 | 2.15 | 95% |
| Returns for 1 year | 11.50 | 8.34 | 138% |
| Returns for 3 years | 37.33 | 30.18 | 124% |
| Returns for 5 years | 38.44 | 31.74 | 121% |
| Returns for 10 years | 104.71 | 62.01 | 169% |
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