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CLBAX vs OAKBX
CLBAX vs OAKBX Comparison
Open Charts CLBAX vs OAKBX
American Funds American Balanced 529A
Price$34.28
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
Oakmark Equity And Income Investor
Price$36.20
Change+$0.27 (+0.75%)
VolumeN/A
CapitalizationN/A
CLBAX vs OAKBX Comparison Chart
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CLBAX vs. OAKBX commentary
Dec 23, 2024
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 Buy and OAKBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 236B vs. OAKBX (6.64B). 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). CLBAX annual gain was more profitable for investors over the last year : 10.17 vs. OAKBX (9.40). CLBAX (31.63) and OAKBX (31.07) have equivalent 5 years return.
| 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 | 9.546 | 8.950 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 6.64B | 3,554% |
| Annual Yield % from dividends | 2.23 | 2.69 | 83% |
| Returns for 1 year | 10.17 | 9.40 | 108% |
| Returns for 3 years | 10.84 | 12.42 | 87% |
| Returns for 5 years | 31.63 | 31.07 | 102% |
| Returns for 10 years | 63.91 | 22.47 | 284% |
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