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CLBAX vs OANBX
CLBAX vs OANBX Comparison
Open Charts CLBAX vs OANBX
American Funds American Balanced 529A
Price$34.49
Change+$0.21 (+0.61%)
VolumeN/A
CapitalizationN/A
Oakmark Equity and Income Institutional
Price$36.18
Change+$0.27 (+0.75%)
VolumeN/A
CapitalizationN/A
CLBAX vs OANBX Comparison Chart
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CLBAX vs. OANBX commentary
Dec 24, 2024
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: 236B vs. OANBX (6.64B). 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). CLBAX (10.17) and OANBX (9.69) have marching annual gain over last year. OANBX (32.40) and CLBAX (31.63) have equivalent 5 years return.
| 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 | 9.546 | 9.233 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 6.64B | 3,554% |
| Annual Yield % from dividends | 2.23 | 3.01 | 74% |
| Returns for 1 year | 10.17 | 9.69 | 105% |
| Returns for 3 years | 10.84 | 13.08 | 83% |
| Returns for 5 years | 31.63 | 32.40 | 98% |
| Returns for 10 years | 63.91 | N/A | - |
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