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CLBFX vs OANBX
CLBFX vs OANBX Comparison
Open Charts CLBFX vs OANBX
American Funds American Balanced 529F
Price$38.03
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Oakmark Equity and Income Institutional
Price$38.16
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets6.29B
CLBFX vs OANBX Comparison Chart in %
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CLBFX vs. OANBX 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 OANBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. OANBX (6.29B). OANBX pays higher dividends than CLBFX: OANBX (2.35) vs CLBFX (1.94). 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). CLBFX (10.11) and OANBX (9.77) have marching annual gain over last year. OANBX return over 5 years is better than : 47.41 vs. CLBFX (42.70).
| 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 | 11.495 | 7.505 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 6.29B | 4,116% |
| Annual Yield % from dividends | 1.94 | 2.35 | 83% |
| Returns for 1 year | 10.11 | 9.77 | 103% |
| Returns for 3 years | 41.65 | 35.66 | 117% |
| Returns for 5 years | 42.70 | 47.41 | 90% |
| Returns for 10 years | 92.18 | N/A | - |
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