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CLBAX vs OAKBX
CLBAX vs OAKBX Comparison
Open Charts CLBAX vs OAKBX
American Funds American Balanced 529A
Price$38.32
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
Oakmark Equity And Income Investor
Price$38.05
Change-$0.23 (-0.60%)
VolumeN/A
Net Assets6.29B
CLBAX vs OAKBX Comparison Chart in %
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CLBAX vs. OAKBX commentary
Sep 26, 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 Hold and OAKBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. OAKBX (6.29B). OAKBX pays higher dividends than CLBAX: OAKBX (2.09) vs CLBAX (1.80). 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 : 8.56 vs. CLBAX (7.84). OAKBX return over 5 years is better than : 52.50 vs. CLBAX (45.55).
| 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 | 12.537 | 7.692 | 163% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 6.29B | 4,180% |
| Annual Yield % from dividends | 1.80 | 2.09 | 86% |
| Returns for 1 year | 7.84 | 8.56 | 92% |
| Returns for 3 years | 50.80 | 44.96 | 113% |
| Returns for 5 years | 45.55 | 52.50 | 87% |
| Returns for 10 years | 95.19 | 42.88 | 222% |
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