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CLBFX vs OAKBX
CLBFX vs OAKBX Comparison
Open Charts CLBFX vs OAKBX
American Funds American Balanced 529F
Price$35.37
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets242.81B
Oakmark Equity And Income Investor
Price$36.91
Change+$0.15 (+0.41%)
VolumeN/A
Net Assets6.32B
CLBFX vs OAKBX Comparison Chart
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CLBFX vs. OAKBX commentary
Jan 24, 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: 243B vs. OAKBX (6.32B). 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 (12.59) and OAKBX (12.48) have marching annual gain over last year. CLBFX (34.57) and OAKBX (34.26) have equivalent 5 years return.
| 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 | 3.069 | 2.253 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 6.32B | 3,844% |
| Annual Yield % from dividends | 2.39 | 2.69 | 89% |
| Returns for 1 year | 12.59 | 12.48 | 101% |
| Returns for 3 years | 17.97 | 14.79 | 121% |
| Returns for 5 years | 34.57 | 34.26 | 101% |
| Returns for 10 years | 72.71 | 27.20 | 267% |
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