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CLBFX vs OAKBX
CLBFX vs OAKBX Comparison
Open Charts CLBFX vs OAKBX
American Funds American Balanced 529F
Price$36.41
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
Oakmark Equity And Income Investor
Price$37.18
Change+$0.18 (+0.49%)
VolumeN/A
CapitalizationN/A
CLBFX vs OAKBX Comparison Chart
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CLBFX vs. OAKBX commentary
Nov 23, 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 CLBFX is a StrongBuy and OAKBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 238B vs. OAKBX (6.4B). OAKBX pays higher dividends than CLBFX: OAKBX (2.69) vs CLBFX (2.39). CLBFX was incepted earlier than OAKBX: CLBFX (22 years) vs OAKBX (29 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. OAKBX (45.00). OAKBX has a lower initial minimum investment than CLBFX: OAKBX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 20.95 vs. OAKBX (19.33). CLBFX return over 5 years is better than : 40.08 vs. OAKBX (28.31).
| CLBFX | OAKBX | CLBFX / OAKBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | 15.083 | 11.358 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 6.4B | 3,718% |
| Annual Yield % from dividends | 2.39 | 2.69 | 89% |
| Returns for 1 year | 20.95 | 19.33 | 108% |
| Returns for 3 years | 14.08 | 4.76 | 296% |
| Returns for 5 years | 40.08 | 28.31 | 142% |
| Returns for 10 years | 66.78 | 15.73 | 425% |
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