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CLBFX vs OANBX
CLBFX vs OANBX Comparison
Open Charts CLBFX vs OANBX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Oakmark Equity and Income Institutional
Price$37.53
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets6.16B
CLBFX vs OANBX Comparison Chart in %
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CLBFX vs. OANBX commentary
Aug 18, 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: 256B vs. OANBX (6.16B). OANBX pays higher dividends than CLBFX: OANBX (2.42) vs CLBFX (1.97). 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 : 9.14 vs. CLBFX (8.11). OANBX return over 5 years is better than : 46.25 vs. CLBFX (40.98).
| 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 | 9.847 | 5.869 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 6.16B | 4,154% |
| Annual Yield % from dividends | 1.97 | 2.42 | 82% |
| Returns for 1 year | 8.11 | 9.14 | 89% |
| Returns for 3 years | 31.15 | 25.36 | 123% |
| Returns for 5 years | 40.98 | 46.25 | 89% |
| Returns for 10 years | 82.32 | N/A | - |
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