Ad is loading...
CLBAX vs OAKBX
CLBAX vs OAKBX Comparison
Open Charts CLBAX vs OAKBX
American Funds American Balanced 529A
Price$35.42
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets242.81B
Oakmark Equity And Income Investor
Price$36.91
Change+$0.15 (+0.41%)
VolumeN/A
Net Assets6.32B
CLBAX vs OAKBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. OAKBX commentary
Jan 24, 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: 243B vs. OAKBX (6.32B). 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). OAKBX (12.48) and CLBAX (12.42) have marching annual gain over last year. OAKBX (34.26) and CLBAX (33.43) have equivalent 5 years return.
| 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 | 3.065 | 2.253 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 6.32B | 3,844% |
| Annual Yield % from dividends | 2.23 | 2.69 | 83% |
| Returns for 1 year | 12.42 | 12.48 | 99% |
| Returns for 3 years | 17.42 | 14.79 | 118% |
| Returns for 5 years | 33.43 | 34.26 | 98% |
| Returns for 10 years | 69.31 | 27.20 | 255% |
View a ticker or compare two or three
VS
VS
Ad is loading...