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CLBAX vs OAYBX
CLBAX vs OAYBX Comparison
Open Charts CLBAX vs OAYBX
American Funds American Balanced 529A
Price$38.95
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets265.73B
Oakmark Equity and Income Advisor
Price$38.13
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets6.24B
CLBAX vs OAYBX Comparison Chart in %
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CLBAX vs. OAYBX commentary
Oct 07, 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: 266B vs. OAYBX (6.24B). OAYBX pays higher dividends than CLBAX: OAYBX (2.37) vs CLBAX (1.76). CLBAX was incepted earlier than OAYBX: CLBAX (24 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). CLBAX annual gain was more profitable for investors over the last year : 9.62 vs. OAYBX (8.56). OAYBX return over 5 years is better than : 47.98 vs. CLBAX (45.52).
| CLBAX | OAYBX | CLBAX / OAYBX | |
| Total Expense Ratio | 0.58 | 0.62 | 94% |
| Annual Report Gross Expense Ratio | 0.58 | 0.62 | 94% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 14.715 | 8.202 | 179% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 6.24B | 4,261% |
| Annual Yield % from dividends | 1.76 | 2.37 | 74% |
| Returns for 1 year | 9.62 | 8.56 | 112% |
| Returns for 3 years | 52.25 | 43.14 | 121% |
| Returns for 5 years | 45.52 | 47.98 | 95% |
| Returns for 10 years | 89.65 | N/A | - |
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