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CLBFX vs OAKBX
CLBFX vs OAKBX Comparison
Open Charts CLBFX vs OAKBX
CLBFX vs OAKBX Comparison Chart in %
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CLBFX vs. OAKBX commentary
Jun 04, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 279B vs. OAKBX (5.91B). OAKBX pays higher dividends than CLBFX: OAKBX (2.19) vs CLBFX (1.92). CLBFX was incepted earlier than OAKBX: CLBFX (24 years) vs OAKBX (31 years). OAKBX (0.85) is less costly to investors than CLBFX (0.66). OAKBX is a more actively managed with annual turnover of: 69.00 vs. CLBFX (50.00). 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 : 17.91 vs. OAKBX (10.57). CLBFX return over 5 years is better than : 38.25 vs. OAKBX (16.71).
| CLBFX | OAKBX | CLBFX / OAKBX | |
| Total Expense Ratio | 0.66 | 0.85 | 78% |
| Annual Report Gross Expense Ratio | 0.66 | 0.85 | 78% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 9.786 | 0.776 | 1,262% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 5.91B | 4,720% |
| Annual Yield % from dividends | 1.92 | 2.19 | 88% |
| Returns for 1 year | 17.91 | 10.57 | 169% |
| Returns for 3 years | 46.17 | 35.88 | 129% |
| Returns for 5 years | 38.25 | 16.71 | 229% |
| Returns for 10 years | 101.63 | 51.40 | 198% |
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