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CLBAX vs OAKBX
CLBAX vs OAKBX Comparison
Open Charts CLBAX vs OAKBX
American Funds American Balanced 529A
Price$36.55
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
Oakmark Equity And Income Investor
Price$37.05
Change+$0.04 (+0.11%)
VolumeN/A
CapitalizationN/A
CLBAX vs OAKBX Comparison Chart
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CLBAX vs. OAKBX commentary
Nov 14, 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 StrongBuy and OAKBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 240B vs. OAKBX (6.4B). 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 : 22.62 vs. OAKBX (20.57). CLBAX return over 5 years is better than : 39.22 vs. OAKBX (27.75).
| 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 | 15.583 | 11.508 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 6.4B | 3,749% |
| Annual Yield % from dividends | 2.23 | 2.69 | 83% |
| Returns for 1 year | 22.62 | 20.57 | 110% |
| Returns for 3 years | 13.38 | 3.23 | 414% |
| Returns for 5 years | 39.22 | 27.75 | 141% |
| Returns for 10 years | 65.95 | 17.29 | 381% |
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