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CLBAX vs OANBX
CLBAX vs OANBX Comparison
Open Charts CLBAX vs OANBX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Oakmark Equity and Income Institutional
Price$37.53
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets6.16B
CLBAX vs OANBX Comparison Chart in %
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CLBAX vs. OANBX commentary
Aug 17, 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: 256B vs. OANBX (6.16B). OANBX pays higher dividends than CLBAX: OANBX (2.42) vs CLBAX (1.82). 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). OANBX annual gain was more profitable for investors over the last year : 9.14 vs. CLBAX (7.96). OANBX return over 5 years is better than : 46.25 vs. CLBAX (39.83).
| 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 | 9.747 | 5.869 | 166% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 6.16B | 4,154% |
| Annual Yield % from dividends | 1.82 | 2.42 | 75% |
| Returns for 1 year | 7.96 | 9.14 | 87% |
| Returns for 3 years | 30.56 | 25.36 | 121% |
| Returns for 5 years | 39.83 | 46.25 | 86% |
| Returns for 10 years | 78.78 | N/A | - |
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