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CLBCX vs OAKBX
CLBCX vs OAKBX Comparison
Open Charts CLBCX vs OAKBX
CLBCX vs OAKBX Comparison Chart in %
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CLBCX vs. OAKBX commentary
Aug 03, 2026
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 CLBCX is a Buy and OAKBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 288B vs. OAKBX (5.99B). OAKBX pays higher dividends than CLBCX: OAKBX (2.13) vs CLBCX (1.09). CLBCX was incepted earlier than OAKBX: CLBCX (24 years) vs OAKBX (31 years). CLBCX (1.35) is less costly to investors than OAKBX (0.85). OAKBX is a more actively managed with annual turnover of: 69.00 vs. CLBCX (50.00). OAKBX has a lower initial minimum investment than CLBCX: OAKBX (0) vs CLBCX (250). OAKBX annual gain was more profitable for investors over the last year : 11.74 vs. CLBCX (10.49). CLBCX return over 5 years is better than : 29.10 vs. OAKBX (22.40).
| CLBCX | OAKBX | CLBCX / OAKBX | |
| Total Expense Ratio | 1.35 | 0.85 | 159% |
| Annual Report Gross Expense Ratio | 1.35 | 0.85 | 159% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 7.915 | 4.764 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 5.99B | 4,807% |
| Annual Yield % from dividends | 1.09 | 2.13 | 51% |
| Returns for 1 year | 10.49 | 11.74 | 89% |
| Returns for 3 years | 35.52 | 32.36 | 110% |
| Returns for 5 years | 29.10 | 22.40 | 130% |
| Returns for 10 years | 79.39 | 55.73 | 142% |
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