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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
Aug 03, 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: 288B vs. OAKBX (5.99B). OAKBX pays higher dividends than CLBAX: OAKBX (2.13) vs CLBAX (1.82). CLBAX was incepted earlier than OAKBX: CLBAX (24 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 (11.74) and CLBAX (11.32) have marching annual gain over last year. CLBAX return over 5 years is better than : 34.10 vs. OAKBX (22.40).
| 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 | 31 years | - |
| Gain YTD | 8.404 | 4.764 | 176% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 5.99B | 4,807% |
| Annual Yield % from dividends | 1.82 | 2.13 | 85% |
| Returns for 1 year | 11.32 | 11.74 | 96% |
| Returns for 3 years | 38.62 | 32.36 | 119% |
| Returns for 5 years | 34.10 | 22.40 | 152% |
| Returns for 10 years | 93.45 | 55.73 | 168% |
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