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CLBAX vs OANBX
CLBAX vs OANBX Comparison
Open Charts CLBAX vs OANBX
American Funds American Balanced 529A
Price$36.45
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
Oakmark Equity and Income Institutional
Price$37.15
Change+$0.19 (+0.51%)
VolumeN/A
CapitalizationN/A
CLBAX vs OANBX Comparison Chart
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CLBAX vs. OANBX commentary
Nov 23, 2024
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 StrongBuy and OANBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 238B vs. OANBX (6.4B). OANBX pays higher dividends than CLBAX: OANBX (3.01) vs CLBAX (2.23). CLBAX was incepted earlier than OANBX: CLBAX (23 years) vs OANBX (8 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. OANBX (45.00). 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 : 20.76 vs. OANBX (19.64). CLBAX return over 5 years is better than : 38.86 vs. OANBX (29.55).
| CLBAX | OANBX | CLBAX / OANBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 14.919 | 11.587 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 6.4B | 3,718% |
| Annual Yield % from dividends | 2.23 | 3.01 | 74% |
| Returns for 1 year | 20.76 | 19.64 | 106% |
| Returns for 3 years | 13.53 | 5.31 | 255% |
| Returns for 5 years | 38.86 | 29.55 | 132% |
| Returns for 10 years | 63.49 | N/A | - |
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