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CLBFX vs OAKBX
CLBFX vs OAKBX Comparison
Open Charts CLBFX vs OAKBX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Oakmark Equity And Income Investor
Price$36.89
Change-$0.24 (-0.65%)
VolumeN/A
Net Assets6.44B
CLBFX vs OAKBX Comparison Chart
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CLBFX vs. OAKBX commentary
Feb 23, 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: 242B vs. OAKBX (6.44B). 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). OAKBX annual gain was more profitable for investors over the last year : 11.02 vs. CLBFX (9.36). OAKBX (34.45) and CLBFX (32.87) 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 | 2.894 | 2.615 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 6.44B | 3,758% |
| Annual Yield % from dividends | 2.39 | 2.69 | 89% |
| Returns for 1 year | 9.36 | 11.02 | 85% |
| Returns for 3 years | 19.64 | 16.52 | 119% |
| Returns for 5 years | 32.87 | 34.45 | 95% |
| Returns for 10 years | 68.67 | 23.43 | 293% |
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