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CLBAX vs OANBX
CLBAX vs OANBX Comparison
Open Charts CLBAX vs OANBX
American Funds American Balanced 529A
Price$35.42
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets242.81B
Oakmark Equity and Income Institutional
Price$36.87
Change+$0.15 (+0.41%)
VolumeN/A
Net Assets6.32B
CLBAX vs OANBX Comparison Chart
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CLBAX vs. OANBX 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 OANBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 243B vs. OANBX (6.32B). OANBX pays higher dividends than CLBAX: OANBX (3.01) vs CLBAX (2.23). CLBAX was incepted earlier than OANBX: CLBAX (23 years) vs OANBX (8 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. OANBX (45.00). CLBAX has a lower initial minimum investment than OANBX: CLBAX (250) vs OANBX (250000). OANBX (12.79) and CLBAX (12.42) have marching annual gain over last year. OANBX return over 5 years is better than : 35.60 vs. CLBAX (33.43).
| CLBAX | OANBX | CLBAX / OANBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 3.065 | 2.284 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 6.32B | 3,844% |
| Annual Yield % from dividends | 2.23 | 3.01 | 74% |
| Returns for 1 year | 12.42 | 12.79 | 97% |
| Returns for 3 years | 17.42 | 15.48 | 113% |
| Returns for 5 years | 33.43 | 35.60 | 94% |
| Returns for 10 years | 69.31 | N/A | - |
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