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CLBAX vs OANBX
CLBAX vs OANBX Comparison
Open Charts CLBAX vs OANBX
American Funds American Balanced 529A
Price$34.83
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
Oakmark Equity and Income Institutional
Price$35.90
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets6.01B
CLBAX vs OANBX Comparison Chart
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CLBAX vs. OANBX commentary
May 23, 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: 238B vs. OANBX (6.01B). OANBX pays higher dividends than CLBAX: OANBX (2.41) vs CLBAX (1.98). CLBAX was incepted earlier than OANBX: CLBAX (23 years) vs OANBX (8 years). OANBX (0.59) and CLBAX (0.58) have similar cost to investors . CLBAX is a more actively managed with annual turnover of: 44.00 vs. OANBX (38.00). CLBAX has a lower initial minimum investment than OANBX: CLBAX (250) vs OANBX (250000). OANBX annual gain was more profitable for investors over the last year : 5.44 vs. CLBAX (4.76). OANBX return over 5 years is better than : 54.15 vs. CLBAX (39.81).
| CLBAX | OANBX | CLBAX / OANBX | |
| Total Expense Ratio | 0.58 | 0.59 | 98% |
| Annual Report Gross Expense Ratio | 0.58 | 0.59 | 98% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 1.980 | 0.611 | 324% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 6.01B | 3,958% |
| Annual Yield % from dividends | 1.98 | 2.41 | 82% |
| Returns for 1 year | 4.76 | 5.44 | 88% |
| Returns for 3 years | 23.84 | 23.86 | 100% |
| Returns for 5 years | 39.81 | 54.15 | 74% |
| Returns for 10 years | 64.51 | N/A | - |
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