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CLBAX vs OANBX
CLBAX vs OANBX Comparison
Open Charts CLBAX vs OANBX
American Funds American Balanced 529A
Price$33.63
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
Oakmark Equity and Income Institutional
Price$35.05
Change+$0.31 (+0.89%)
VolumeN/A
Net Assets6.2B
CLBAX vs OANBX Comparison Chart
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CLBAX vs. OANBX commentary
Apr 25, 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: 227B 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 : 4.50 vs. CLBAX (4.16). OANBX return over 5 years is better than : 58.26 vs. CLBAX (37.48).
| 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 | -1.533 | -1.771 | 87% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 6.2B | 3,659% |
| Annual Yield % from dividends | 1.98 | 2.36 | 84% |
| Returns for 1 year | 4.16 | 4.50 | 93% |
| Returns for 3 years | 15.66 | 17.75 | 88% |
| Returns for 5 years | 37.48 | 58.26 | 64% |
| Returns for 10 years | 58.78 | N/A | - |
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