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CLBFX vs OAKBX
CLBFX vs OAKBX Comparison
Open Charts CLBFX vs OAKBX
American Funds American Balanced 529F
Price$34.26
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Oakmark Equity And Income Investor
Price$35.76
Change+$0.26 (+0.73%)
VolumeN/A
Net Assets6.01B
CLBFX vs OAKBX Comparison Chart
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CLBFX vs. OAKBX commentary
May 09, 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: 234B vs. OAKBX (6.01B). CLBFX (2.15) and OAKBX (2.14) have matching dividends . 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 : 4.89 vs. OAKBX (4.07). OAKBX return over 5 years is better than : 52.34 vs. CLBFX (39.69).
| 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 | 0.495 | -0.714 | -69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 6.01B | 3,892% |
| Annual Yield % from dividends | 2.15 | 2.14 | 100% |
| Returns for 1 year | 4.89 | 4.07 | 120% |
| Returns for 3 years | 23.73 | 22.72 | 104% |
| Returns for 5 years | 39.69 | 52.34 | 76% |
| Returns for 10 years | 65.92 | 19.24 | 343% |
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