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CLBFX vs OAKBX
CLBFX vs OAKBX Comparison
Open Charts CLBFX vs OAKBX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Oakmark Equity And Income Investor
Price$37.57
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets6.16B
CLBFX vs OAKBX Comparison Chart in %
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CLBFX vs. OAKBX commentary
Aug 17, 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 CLBFX is a Buy and OAKBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. OAKBX (6.16B). OAKBX pays higher dividends than CLBFX: OAKBX (2.15) vs CLBFX (1.97). CLBFX was incepted earlier than OAKBX: CLBFX (23 years) vs OAKBX (30 years). OAKBX (0.85) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. OAKBX (38.00). OAKBX has a lower initial minimum investment than CLBFX: OAKBX (0) vs CLBFX (250). OAKBX annual gain was more profitable for investors over the last year : 8.88 vs. CLBFX (8.11). OAKBX return over 5 years is better than : 44.76 vs. CLBFX (40.98).
| CLBFX | OAKBX | CLBFX / OAKBX | |
| Total Expense Ratio | 0.67 | 0.85 | 79% |
| Annual Report Gross Expense Ratio | 0.67 | 0.85 | 79% |
| Fund Existence | 23 years | 30 years | - |
| Gain YTD | 9.847 | 5.694 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 6.16B | 4,154% |
| Annual Yield % from dividends | 1.97 | 2.15 | 92% |
| Returns for 1 year | 8.11 | 8.88 | 91% |
| Returns for 3 years | 31.15 | 24.64 | 126% |
| Returns for 5 years | 40.98 | 44.76 | 92% |
| Returns for 10 years | 82.32 | 30.45 | 270% |
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