Interact to see
Advertisement
Advertisement
CLBCX vs OAKBX
CLBCX vs OAKBX Comparison
Open Charts CLBCX vs OAKBX
CLBCX vs OAKBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. OAKBX commentary
Sep 13, 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: 285B vs. OAKBX (6.11B). OAKBX pays higher dividends than CLBCX: OAKBX (2.06) vs CLBCX (1.08). CLBCX was incepted earlier than OAKBX: CLBCX (25 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 : 9.32 vs. CLBCX (5.85). CLBCX return over 5 years is better than : 28.28 vs. OAKBX (24.32).
| CLBCX | OAKBX | CLBCX / OAKBX | |
| Total Expense Ratio | 1.35 | 0.85 | 159% |
| Annual Report Gross Expense Ratio | 1.35 | 0.85 | 159% |
| Fund Existence | 25 years | 31 years | - |
| Gain YTD | 7.915 | 6.733 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 6.11B | 4,664% |
| Annual Yield % from dividends | 1.08 | 2.06 | 52% |
| Returns for 1 year | 5.85 | 9.32 | 63% |
| Returns for 3 years | 38.25 | 38.45 | 99% |
| Returns for 5 years | 28.28 | 24.32 | 116% |
| Returns for 10 years | 81.07 | 56.52 | 143% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement