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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
Jul 14, 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 (5.84B). OAKBX pays higher dividends than CLBCX: OAKBX (2.21) vs CLBCX (1.07). 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). CLBCX annual gain was more profitable for investors over the last year : 11.19 vs. OAKBX (8.90). CLBCX return over 5 years is better than : 29.80 vs. OAKBX (21.91).
| 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 | 8.102 | 2.951 | 275% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 5.84B | 4,931% |
| Annual Yield % from dividends | 1.07 | 2.21 | 49% |
| Returns for 1 year | 11.19 | 8.90 | 126% |
| Returns for 3 years | 36.50 | 31.78 | 115% |
| Returns for 5 years | 29.80 | 21.91 | 136% |
| Returns for 10 years | 78.55 | 52.67 | 149% |
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