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CLBAX vs OANBX
CLBAX vs OANBX Comparison
Open Charts CLBAX vs OANBX
American Funds American Balanced 529A
Price$38.62
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
Oakmark Equity and Income Institutional
Price$37.16
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets6.16B
CLBAX vs OANBX Comparison Chart in %
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CLBAX vs. OANBX commentary
Nov 20, 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 Hold and OANBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 264B vs. OANBX (6.16B). OANBX pays higher dividends than CLBAX: OANBX (2.41) vs CLBAX (1.73). 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 annual gain was more profitable for investors over the last year : 8.81 vs. OANBX (3.56). CLBAX return over 5 years is better than : 39.86 vs. OANBX (34.48).
| 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 | 13.743 | 5.501 | 250% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 6.16B | 4,285% |
| Annual Yield % from dividends | 1.73 | 2.41 | 72% |
| Returns for 1 year | 8.81 | 3.56 | 248% |
| Returns for 3 years | 41.33 | 31.16 | 133% |
| Returns for 5 years | 39.86 | 34.48 | 116% |
| Returns for 10 years | 82.79 | N/A | - |
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