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CLBAX vs OAYBX
CLBAX vs OAYBX Comparison
Open Charts CLBAX vs OAYBX
American Funds American Balanced 529A
Price$35.31
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets241.02B
Oakmark Equity and Income Advisor
Price$36.25
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.14B
CLBAX vs OAYBX Comparison Chart
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CLBAX vs. OAYBX commentary
Jun 01, 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 CLBAX is a Buy and OAYBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 241B vs. OAYBX (6.14B). OAYBX pays higher dividends than CLBAX: OAYBX (2.32) vs CLBAX (1.91). CLBAX was incepted earlier than OAYBX: CLBAX (23 years) vs OAYBX (9 years). OAYBX (0.62) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. OAYBX (38.00). CLBAX has a lower initial minimum investment than OAYBX: CLBAX (250) vs OAYBX (100000). OAYBX annual gain was more profitable for investors over the last year : 8.36 vs. CLBAX (7.63). OAYBX return over 5 years is better than : 51.29 vs. CLBAX (38.72).
| CLBAX | OAYBX | CLBAX / OAYBX | |
| Total Expense Ratio | 0.58 | 0.62 | 94% |
| Annual Report Gross Expense Ratio | 0.58 | 0.62 | 94% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 3.386 | 1.556 | 218% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 6.14B | 3,927% |
| Annual Yield % from dividends | 1.91 | 2.32 | 82% |
| Returns for 1 year | 7.63 | 8.36 | 91% |
| Returns for 3 years | 22.27 | 21.44 | 104% |
| Returns for 5 years | 38.72 | 51.29 | 75% |
| Returns for 10 years | 67.71 | N/A | - |
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