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CLBFX vs OAKBX
CLBFX vs OAKBX Comparison
Open Charts CLBFX vs OAKBX
American Funds American Balanced 529F
Price$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
Oakmark Equity And Income Investor
Price$37.14
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets6.16B
CLBFX vs OAKBX Comparison Chart in %
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CLBFX vs. OAKBX commentary
Nov 20, 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 (6.16B). OAKBX pays higher dividends than CLBFX: OAKBX (2.15) vs CLBFX (1.86). 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 : 9.14 vs. OAKBX (3.34). CLBFX return over 5 years is better than : 41.70 vs. OAKBX (33.33).
| 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 | 14.206 | 5.088 | 279% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 6.16B | 4,269% |
| Annual Yield % from dividends | 1.86 | 2.15 | 87% |
| Returns for 1 year | 9.14 | 3.34 | 274% |
| Returns for 3 years | 42.41 | 30.24 | 140% |
| Returns for 5 years | 41.70 | 33.33 | 125% |
| Returns for 10 years | 86.89 | 32.45 | 268% |
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