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CLBAX vs OAKBX
CLBAX vs OAKBX Comparison
Open Charts CLBAX vs OAKBX
CLBAX vs OAKBX Comparison Chart in %
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CLBAX vs. OAKBX commentary
Sep 13, 2026
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: 285B vs. OAKBX (6.11B). OAKBX pays higher dividends than CLBAX: OAKBX (2.06) vs CLBAX (1.80). CLBAX was incepted earlier than OAKBX: CLBAX (25 years) vs OAKBX (31 years). OAKBX (0.85) is less costly to investors than CLBAX (0.58). OAKBX is a more actively managed with annual turnover of: 69.00 vs. CLBAX (50.00). 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 : 9.32 vs. CLBAX (6.67). CLBAX return over 5 years is better than : 33.22 vs. OAKBX (24.32).
| CLBAX | OAKBX | CLBAX / OAKBX | |
| Total Expense Ratio | 0.58 | 0.85 | 68% |
| Annual Report Gross Expense Ratio | 0.58 | 0.85 | 68% |
| Fund Existence | 25 years | 31 years | - |
| Gain YTD | 8.484 | 6.733 | 126% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 6.11B | 4,664% |
| Annual Yield % from dividends | 1.80 | 2.06 | 87% |
| Returns for 1 year | 6.67 | 9.32 | 72% |
| Returns for 3 years | 41.43 | 38.45 | 108% |
| Returns for 5 years | 33.22 | 24.32 | 137% |
| Returns for 10 years | 95.16 | 56.52 | 168% |
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