CLBAX
Price
$39.35
Change
+$0.27 (+0.69%)
Updated
Oct 24 closing price
Net Assets
268.39B
OANBX
Price
$38.40
Change
+$0.12 (+0.31%)
Updated
Oct 24 closing price
Net Assets
6.24B
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CLBAX vs OANBX

Header iconCLBAX vs OANBX Comparison
Open Charts CLBAX vs OANBXBanner chart's image
American Funds American Balanced 529A
Price$39.35
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets268.39B
Oakmark Equity and Income Institutional
Price$38.40
Change+$0.12 (+0.31%)
VolumeN/A
Net Assets6.24B
CLBAX vs OANBX Comparison Chart in %
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CLBAX vs. OANBX commentary
Oct 26, 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 Hold.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 268B vs. OANBX (6.24B). OANBX pays higher dividends than CLBAX: OANBX (2.40) vs CLBAX (1.76). 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 : 10.96 vs. OANBX (9.24). OANBX (46.69) and CLBAX (46.26) have equivalent 5 years return.
CLBAXOANBXCLBAX / OANBX
Total Expense Ratio0.580.5998%
Annual Report Gross Expense Ratio0.580.5998%
Fund Existence24 years9 years-
Gain YTD15.8939.021176%
Front Load4%N/A-
Min. Initial Investment2502500000%
Min. Initial Investment IRAN/AN/A-
Net Assets268B6.24B4,293%
Annual Yield % from dividends1.762.4073%
Returns for 1 year10.969.24119%
Returns for 3 years49.6239.39126%
Returns for 5 years46.2646.6999%
Returns for 10 years87.29N/A-
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