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CLBAX vs OANBX
CLBAX vs OANBX Comparison
Open Charts CLBAX vs OANBX
American Funds American Balanced 529A
Price$35.25
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Oakmark Equity and Income Institutional
Price$36.85
Change-$0.25 (-0.67%)
VolumeN/A
Net Assets6.44B
CLBAX vs OANBX Comparison Chart
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CLBAX vs. OANBX commentary
Feb 23, 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 Hold and OANBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 242B vs. OANBX (6.44B). 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). OANBX annual gain was more profitable for investors over the last year : 11.32 vs. CLBAX (9.22). OANBX return over 5 years is better than : 35.75 vs. CLBAX (31.74).
| 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 | 2.890 | 2.646 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 6.44B | 3,758% |
| Annual Yield % from dividends | 2.23 | 3.01 | 74% |
| Returns for 1 year | 9.22 | 11.32 | 81% |
| Returns for 3 years | 19.12 | 17.15 | 112% |
| Returns for 5 years | 31.74 | 35.75 | 89% |
| Returns for 10 years | 65.36 | N/A | - |