Ad is loading...
CLBAX vs OAKBX
CLBAX vs OAKBX Comparison
Open Charts CLBAX vs OAKBX
American Funds American Balanced 529A
Price$35.25
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Oakmark Equity And Income Investor
Price$36.89
Change-$0.24 (-0.65%)
VolumeN/A
Net Assets6.44B
CLBAX vs OAKBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. OAKBX commentary
Feb 23, 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 CLBAX is a Hold and OAKBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 242B vs. OAKBX (6.44B). OAKBX pays higher dividends than CLBAX: OAKBX (2.69) vs CLBAX (2.23). CLBAX was incepted earlier than OAKBX: CLBAX (23 years) vs OAKBX (29 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. OAKBX (45.00). OAKBX has a lower initial minimum investment than CLBAX: OAKBX (0) vs CLBAX (250). OAKBX annual gain was more profitable for investors over the last year : 11.02 vs. CLBAX (9.22). OAKBX return over 5 years is better than : 34.45 vs. CLBAX (31.74).
| CLBAX | OAKBX | CLBAX / OAKBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 2.890 | 2.615 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 6.44B | 3,758% |
| Annual Yield % from dividends | 2.23 | 2.69 | 83% |
| Returns for 1 year | 9.22 | 11.02 | 84% |
| Returns for 3 years | 19.12 | 16.52 | 116% |
| Returns for 5 years | 31.74 | 34.45 | 92% |
| Returns for 10 years | 65.36 | 23.43 | 279% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers