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CLBFX vs OAKBX
CLBFX vs OAKBX Comparison
Open Charts CLBFX vs OAKBX
American Funds American Balanced 529F
Price$32.85
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
Oakmark Equity And Income Investor
Price$34.29
Change+$0.11 (+0.32%)
VolumeN/A
Net Assets6.2B
CLBFX vs OAKBX Comparison Chart
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CLBFX vs. OAKBX commentary
Apr 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 225B vs. OAKBX (6.2B). CLBFX (2.14) and OAKBX (2.10) have matching dividends . CLBFX was incepted earlier than OAKBX: CLBFX (23 years) vs OAKBX (29 years). OAKBX (0.85) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 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 : 3.32 vs. CLBFX (2.85). OAKBX return over 5 years is better than : 51.02 vs. CLBFX (34.87).
| CLBFX | OAKBX | CLBFX / OAKBX | |
| Total Expense Ratio | 0.68 | 0.85 | 80% |
| Annual Report Gross Expense Ratio | 0.68 | 0.85 | 80% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | -3.406 | -4.406 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 6.2B | 3,627% |
| Annual Yield % from dividends | 2.14 | 2.10 | 102% |
| Returns for 1 year | 2.85 | 3.32 | 86% |
| Returns for 3 years | 11.92 | 11.23 | 106% |
| Returns for 5 years | 34.87 | 51.02 | 68% |
| Returns for 10 years | 60.38 | 15.76 | 383% |
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