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CLBFX vs OAKBX
CLBFX vs OAKBX Comparison
Open Charts CLBFX vs OAKBX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Oakmark Equity And Income Investor
Price$37.81
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets6.24B
CLBFX vs OAKBX Comparison Chart in %
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CLBFX vs. OAKBX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. OAKBX (6.24B). OAKBX pays higher dividends than CLBFX: OAKBX (2.14) vs CLBFX (1.89). 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). CLBFX annual gain was more profitable for investors over the last year : 8.84 vs. OAKBX (6.30). CLBFX (45.11) and OAKBX (43.96) have equivalent 5 years return.
| 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 | 14.767 | 6.984 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 6.24B | 4,261% |
| Annual Yield % from dividends | 1.89 | 2.14 | 88% |
| Returns for 1 year | 8.84 | 6.30 | 140% |
| Returns for 3 years | 52.03 | 39.13 | 133% |
| Returns for 5 years | 45.11 | 43.96 | 103% |
| Returns for 10 years | 91.64 | 35.84 | 256% |
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