CLBAX
Price
$34.49
Change
+$0.21 (+0.61%)
Updated
Dec 23 closing price
OANBX
Price
$36.18
Change
+$0.27 (+0.75%)
Updated
Dec 20 closing price
Ad is loading...

CLBAX vs OANBX

Header iconCLBAX vs OANBX Comparison
Open Charts CLBAX vs OANBXBanner chart's image
American Funds American Balanced 529A
Price$34.49
Change+$0.21 (+0.61%)
VolumeN/A
CapitalizationN/A
Oakmark Equity and Income Institutional
Price$36.18
Change+$0.27 (+0.75%)
VolumeN/A
CapitalizationN/A
CLBAX vs OANBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
CLBAX vs. OANBX commentary
Dec 24, 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 Buy and OANBX is a Buy.

FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 236B vs. OANBX (6.64B). 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 (10.17) and OANBX (9.69) have marching annual gain over last year. OANBX (32.40) and CLBAX (31.63) have equivalent 5 years return.
CLBAXOANBXCLBAX / OANBX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years8 years-
Gain YTD9.5469.233103%
Front LoadN/AN/A-
Min. Initial Investment2502500000%
Min. Initial Investment IRAN/AN/A-
Net Assets236B6.64B3,554%
Annual Yield % from dividends2.233.0174%
Returns for 1 year10.179.69105%
Returns for 3 years10.8413.0883%
Returns for 5 years31.6332.4098%
Returns for 10 years63.91N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
AHSZX21.400.20
+0.94%
Alger Health Sciences Z
GSCIX40.600.36
+0.89%
abrdn US Small Cap Equity Inst
FVDFX36.140.21
+0.57%
Fidelity Value Discovery
RSLAX57.270.32
+0.57%
American Funds SMALLCAP World R1
CCWSX18.98-0.07
-0.37%
Baird Chautauqua International Gr Inv