CLBAX
Price
$36.55
Change
-$0.05 (-0.14%)
Updated
Nov 13 closing price
OAKBX
Price
$37.05
Change
+$0.04 (+0.11%)
Updated
Nov 13 closing price
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CLBAX vs OAKBX

Header iconCLBAX vs OAKBX Comparison
Open Charts CLBAX vs OAKBXBanner chart's image
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).
CLBAXOAKBXCLBAX / OAKBX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years29 years-
Gain YTD15.58311.508135%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets240B6.4B3,749%
Annual Yield % from dividends2.232.6983%
Returns for 1 year22.6220.57110%
Returns for 3 years13.383.23414%
Returns for 5 years39.2227.75141%
Returns for 10 years65.9517.29381%
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