CLBAX
Price
$36.60
Change
-$0.22 (-0.60%)
Updated
Nov 12 closing price
OAYBX
Price
$36.98
Change
-$0.28 (-0.75%)
Updated
Nov 12 closing price
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CLBAX vs OAYBX

Header iconCLBAX vs OAYBX Comparison
Open Charts CLBAX vs OAYBXBanner chart's image
American Funds American Balanced 529A
Price$36.60
Change-$0.22 (-0.60%)
VolumeN/A
CapitalizationN/A
Oakmark Equity and Income Advisor
Price$36.98
Change-$0.28 (-0.75%)
VolumeN/A
CapitalizationN/A
CLBAX vs OAYBX Comparison Chart
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CLBAX vs. OAYBX commentary
Nov 13, 2024

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 StrongBuy and OAYBX is a StrongBuy.

FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 241B vs. OAYBX (6.4B). OAYBX pays higher dividends than CLBAX: OAYBX (2.98) vs CLBAX (2.23). CLBAX was incepted earlier than OAYBX: CLBAX (23 years) vs OAYBX (8 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. OAYBX (45.00). CLBAX has a lower initial minimum investment than OAYBX: CLBAX (250) vs OAYBX (100000). CLBAX (25.45) and OAYBX (24.25) have marching annual gain over last year. CLBAX return over 5 years is better than : 41.39 vs. OAYBX (30.09).
CLBAXOAYBXCLBAX / OAYBX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years8 years-
Gain YTD16.43712.470132%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets241B6.4B3,765%
Annual Yield % from dividends2.232.9875%
Returns for 1 year25.4524.25105%
Returns for 3 years14.214.40323%
Returns for 5 years41.3930.09138%
Returns for 10 years67.18N/A-
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