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CLBAX vs OANBX
CLBAX vs OANBX Comparison
Open Charts CLBAX vs OANBX
American Funds American Balanced 529A
Price$33.42
Change-$0.87 (-2.54%)
VolumeN/A
Net Assets235.03B
Oakmark Equity and Income Institutional
Price$35.19
Change-$1.07 (-2.95%)
VolumeN/A
Net Assets6.2B
CLBAX vs OANBX Comparison Chart
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CLBAX vs. OANBX commentary
Apr 04, 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: 235B vs. OANBX (6.2B). OANBX pays higher dividends than CLBAX: OANBX (2.36) vs CLBAX (1.98). CLBAX was incepted earlier than OANBX: CLBAX (23 years) vs OANBX (8 years). CLBAX (0.60) and OANBX (0.59) have similar cost to investors . CLBAX is a more actively managed with annual turnover of: 171.00 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 : 6.37 vs. CLBAX (4.28). OANBX return over 5 years is better than : 78.97 vs. CLBAX (51.92).
| CLBAX | OANBX | CLBAX / OANBX | |
| Total Expense Ratio | 0.60 | 0.59 | 102% |
| Annual Report Gross Expense Ratio | 0.60 | 0.59 | 102% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 0.399 | 1.620 | 25% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 6.2B | 3,788% |
| Annual Yield % from dividends | 1.98 | 2.36 | 84% |
| Returns for 1 year | 4.28 | 6.37 | 67% |
| Returns for 3 years | 13.59 | 15.97 | 85% |
| Returns for 5 years | 51.92 | 78.97 | 66% |
| Returns for 10 years | 64.57 | N/A | - |
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