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CLBFX vs OAKBX
CLBFX vs OAKBX Comparison
Open Charts CLBFX vs OAKBX
American Funds American Balanced 529F
Price$34.23
Change+$0.26 (+0.77%)
VolumeN/A
CapitalizationN/A
Oakmark Equity And Income Investor
Price$36.20
Change+$0.27 (+0.75%)
VolumeN/A
CapitalizationN/A
CLBFX vs OAKBX Comparison Chart
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CLBFX vs. OAKBX commentary
Dec 23, 2024
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: 236B vs. OAKBX (6.64B). 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 annual gain was more profitable for investors over the last year : 10.33 vs. OAKBX (9.40). CLBFX return over 5 years is better than : 32.81 vs. OAKBX (31.07).
| 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 | 9.712 | 8.950 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 6.64B | 3,554% |
| Annual Yield % from dividends | 2.39 | 2.69 | 89% |
| Returns for 1 year | 10.33 | 9.40 | 110% |
| Returns for 3 years | 11.38 | 12.42 | 92% |
| Returns for 5 years | 32.81 | 31.07 | 106% |
| Returns for 10 years | 67.19 | 22.47 | 299% |
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