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CLBAX vs OANBX
CLBAX vs OANBX Comparison
Open Charts CLBAX vs OANBX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Oakmark Equity and Income Institutional
Price$38.07
Change+$0.18 (+0.48%)
VolumeN/A
Net Assets6.29B
CLBAX vs OANBX Comparison Chart in %
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CLBAX vs. OANBX commentary
Sep 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 258B vs. OANBX (6.29B). OANBX pays higher dividends than CLBAX: OANBX (2.35) vs CLBAX (1.80). CLBAX was incepted earlier than OANBX: CLBAX (24 years) vs OANBX (9 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). CLBAX (9.95) and OANBX (9.66) have marching annual gain over last year. OANBX return over 5 years is better than : 47.25 vs. CLBAX (41.54).
| CLBAX | OANBX | CLBAX / OANBX | |
| Total Expense Ratio | 0.58 | 0.59 | 98% |
| Annual Report Gross Expense Ratio | 0.58 | 0.59 | 98% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 11.362 | 7.392 | 154% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 6.29B | 4,100% |
| Annual Yield % from dividends | 1.80 | 2.35 | 76% |
| Returns for 1 year | 9.95 | 9.66 | 103% |
| Returns for 3 years | 40.92 | 35.52 | 115% |
| Returns for 5 years | 41.54 | 47.25 | 88% |
| Returns for 10 years | 88.47 | N/A | - |
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