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CLBAX vs OAYBX
CLBAX vs OAYBX Comparison
Open Charts CLBAX vs OAYBX
American Funds American Balanced 529A
Price$34.49
Change+$0.21 (+0.61%)
VolumeN/A
CapitalizationN/A
Oakmark Equity and Income Advisor
Price$36.18
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CLBAX vs OAYBX Comparison Chart
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CLBAX vs. OAYBX commentary
Dec 24, 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 Buy and OAYBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 236B vs. OAYBX (6.64B). 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 annual gain was more profitable for investors over the last year : 10.70 vs. OAYBX (9.60). CLBAX (32.25) and OAYBX (32.17) have equivalent 5 years return.
| CLBAX | OAYBX | CLBAX / OAYBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 10.217 | 9.210 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 6.64B | 3,554% |
| Annual Yield % from dividends | 2.23 | 2.98 | 75% |
| Returns for 1 year | 10.70 | 9.60 | 111% |
| Returns for 3 years | 10.47 | 11.56 | 91% |
| Returns for 5 years | 32.25 | 32.17 | 100% |
| Returns for 10 years | 64.71 | N/A | - |
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