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CLBAX vs OAKBX
CLBAX vs OAKBX Comparison
Open Charts CLBAX vs OAKBX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Oakmark Equity And Income Investor
Price$37.57
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets6.16B
CLBAX vs OAKBX Comparison Chart in %
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CLBAX vs. OAKBX commentary
Aug 17, 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: 256B vs. OAKBX (6.16B). OAKBX pays higher dividends than CLBAX: OAKBX (2.15) vs CLBAX (1.82). CLBAX was incepted earlier than OAKBX: CLBAX (24 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). OAKBX annual gain was more profitable for investors over the last year : 8.88 vs. CLBAX (7.96). OAKBX return over 5 years is better than : 44.76 vs. CLBAX (39.83).
| CLBAX | OAKBX | CLBAX / OAKBX | |
| Total Expense Ratio | 0.58 | 0.85 | 68% |
| Annual Report Gross Expense Ratio | 0.58 | 0.85 | 68% |
| Fund Existence | 24 years | 30 years | - |
| Gain YTD | 9.747 | 5.694 | 171% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 6.16B | 4,154% |
| Annual Yield % from dividends | 1.82 | 2.15 | 85% |
| Returns for 1 year | 7.96 | 8.88 | 90% |
| Returns for 3 years | 30.56 | 24.64 | 124% |
| Returns for 5 years | 39.83 | 44.76 | 89% |
| Returns for 10 years | 78.78 | 30.45 | 259% |
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