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CLBAX vs OANBX
CLBAX vs OANBX Comparison
Open Charts CLBAX vs OANBX
American Funds American Balanced 529A
Price$38.84
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets263.39B
Oakmark Equity and Income Institutional
Price$38.09
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets6.24B
CLBAX vs OANBX Comparison Chart in %
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CLBAX vs. OANBX commentary
Oct 03, 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.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. OANBX (6.24B). OANBX pays higher dividends than CLBAX: OANBX (2.40) vs CLBAX (1.49). 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 : 9.18 vs. OANBX (8.57). OANBX return over 5 years is better than : 51.11 vs. CLBAX (46.35).
| 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 | 14.064 | 8.141 | 173% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 6.24B | 4,213% |
| Annual Yield % from dividends | 1.49 | 2.40 | 62% |
| Returns for 1 year | 9.18 | 8.57 | 107% |
| Returns for 3 years | 50.50 | 43.45 | 116% |
| Returns for 5 years | 46.35 | 51.11 | 91% |
| Returns for 10 years | 90.37 | N/A | - |
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