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CLBAX vs OAKBX
CLBAX vs OAKBX Comparison
Open Charts CLBAX vs OAKBX
American Funds American Balanced 529A
Price$32.89
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
Oakmark Equity And Income Investor
Price$34.29
Change+$0.11 (+0.32%)
VolumeN/A
Net Assets6.2B
CLBAX vs OAKBX Comparison Chart
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CLBAX vs. OAKBX commentary
Apr 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 CLBAX is a Buy and OAKBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 225B vs. OAKBX (6.2B). OAKBX pays higher dividends than CLBAX: OAKBX (2.10) vs CLBAX (1.98). CLBAX was incepted earlier than OAKBX: CLBAX (23 years) vs OAKBX (29 years). OAKBX (0.85) is less costly to investors than CLBAX (0.60). CLBAX is a more actively managed with annual turnover of: 171.00 vs. OAKBX (38.00). 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 : 3.32 vs. CLBAX (2.71). OAKBX return over 5 years is better than : 51.02 vs. CLBAX (33.77).
| CLBAX | OAKBX | CLBAX / OAKBX | |
| Total Expense Ratio | 0.60 | 0.85 | 71% |
| Annual Report Gross Expense Ratio | 0.60 | 0.85 | 71% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | -3.436 | -4.406 | 78% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 6.2B | 3,627% |
| Annual Yield % from dividends | 1.98 | 2.10 | 94% |
| Returns for 1 year | 2.71 | 3.32 | 82% |
| Returns for 3 years | 11.41 | 11.23 | 102% |
| Returns for 5 years | 33.77 | 51.02 | 66% |
| Returns for 10 years | 57.27 | 15.76 | 363% |
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