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CLBFX vs OAKBX
CLBFX vs OAKBX Comparison
Open Charts CLBFX vs OAKBX
American Funds American Balanced 529F
Price$38.26
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.26B
Oakmark Equity And Income Investor
Price$38.05
Change-$0.23 (-0.60%)
VolumeN/A
Net Assets6.29B
CLBFX vs OAKBX Comparison Chart in %
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CLBFX vs. OAKBX commentary
Sep 26, 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 Hold and OAKBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. OAKBX (6.29B). OAKBX pays higher dividends than CLBFX: OAKBX (2.09) vs CLBFX (1.94). 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 : 8.56 vs. CLBFX (7.92). OAKBX return over 5 years is better than : 52.50 vs. CLBFX (46.68).
| 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 | 12.614 | 7.692 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 6.29B | 4,180% |
| Annual Yield % from dividends | 1.94 | 2.09 | 93% |
| Returns for 1 year | 7.92 | 8.56 | 92% |
| Returns for 3 years | 51.39 | 44.96 | 114% |
| Returns for 5 years | 46.68 | 52.50 | 89% |
| Returns for 10 years | 98.98 | 42.88 | 231% |
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