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CLBAX vs OAKBX
CLBAX vs OAKBX Comparison
Open Charts CLBAX vs OAKBX
American Funds American Balanced 529A
Price$34.30
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Oakmark Equity And Income Investor
Price$35.76
Change+$0.26 (+0.73%)
VolumeN/A
Net Assets6.01B
CLBAX vs OAKBX Comparison Chart
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CLBAX vs. OAKBX commentary
May 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 CLBAX is a Buy and OAKBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 234B vs. OAKBX (6.01B). OAKBX pays higher dividends than CLBAX: OAKBX (2.14) vs CLBAX (1.98). CLBAX was incepted earlier than OAKBX: CLBAX (23 years) vs OAKBX (30 years). OAKBX (0.85) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. OAKBX (38.00). 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 : 4.71 vs. OAKBX (4.07). OAKBX return over 5 years is better than : 52.34 vs. CLBAX (38.50).
| CLBAX | OAKBX | CLBAX / OAKBX | |
| Total Expense Ratio | 0.58 | 0.85 | 68% |
| Annual Report Gross Expense Ratio | 0.58 | 0.85 | 68% |
| Fund Existence | 23 years | 30 years | - |
| Gain YTD | 0.428 | -0.714 | -60% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 6.01B | 3,892% |
| Annual Yield % from dividends | 1.98 | 2.14 | 93% |
| Returns for 1 year | 4.71 | 4.07 | 116% |
| Returns for 3 years | 23.15 | 22.72 | 102% |
| Returns for 5 years | 38.50 | 52.34 | 74% |
| Returns for 10 years | 62.65 | 19.24 | 326% |
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