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CLBAX vs OANBX
CLBAX vs OANBX Comparison
Open Charts CLBAX vs OANBX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Oakmark Equity and Income Institutional
Price$36.54
Change-$0.34 (-0.92%)
VolumeN/A
Net Assets6.14B
CLBAX vs OANBX Comparison Chart
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CLBAX vs. OANBX commentary
Jun 15, 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: 244B vs. OANBX (6.14B). OANBX pays higher dividends than CLBAX: OANBX (2.35) vs CLBAX (1.91). CLBAX was incepted earlier than OANBX: CLBAX (23 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). OANBX annual gain was more profitable for investors over the last year : 8.69 vs. CLBAX (5.26). OANBX return over 5 years is better than : 50.53 vs. CLBAX (40.12).
| CLBAX | OANBX | CLBAX / OANBX | |
| Total Expense Ratio | 0.58 | 0.59 | 98% |
| Annual Report Gross Expense Ratio | 0.58 | 0.59 | 98% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 4.431 | 2.404 | 184% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 6.14B | 3,976% |
| Annual Yield % from dividends | 1.91 | 2.35 | 81% |
| Returns for 1 year | 5.26 | 8.69 | 61% |
| Returns for 3 years | 33.60 | 32.18 | 104% |
| Returns for 5 years | 40.12 | 50.53 | 79% |
| Returns for 10 years | 70.29 | N/A | - |
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