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CLBFX vs OANBX
CLBFX vs OANBX Comparison
Open Charts CLBFX vs OANBX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Oakmark Equity and Income Institutional
Price$36.54
Change-$0.34 (-0.92%)
VolumeN/A
Net Assets6.14B
CLBFX vs OANBX Comparison Chart
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CLBFX vs. OANBX 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 OANBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. OANBX (6.14B). OANBX pays higher dividends than CLBFX: OANBX (2.35) vs CLBFX (2.07). CLBFX was incepted earlier than OANBX: CLBFX (23 years) vs OANBX (9 years). CLBFX (0.67) is less costly to investors than OANBX (0.59). CLBFX is a more actively managed with annual turnover of: 44.00 vs. OANBX (38.00). CLBFX has a lower initial minimum investment than OANBX: CLBFX (250) vs OANBX (250000). OANBX annual gain was more profitable for investors over the last year : 8.69 vs. CLBFX (5.44). OANBX return over 5 years is better than : 50.53 vs. CLBFX (41.30).
| CLBFX | OANBX | CLBFX / OANBX | |
| Total Expense Ratio | 0.67 | 0.59 | 114% |
| Annual Report Gross Expense Ratio | 0.67 | 0.59 | 114% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 4.519 | 2.404 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 6.14B | 3,976% |
| Annual Yield % from dividends | 2.07 | 2.35 | 88% |
| Returns for 1 year | 5.44 | 8.69 | 63% |
| Returns for 3 years | 34.29 | 32.18 | 107% |
| Returns for 5 years | 41.30 | 50.53 | 82% |
| Returns for 10 years | 73.68 | N/A | - |
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