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CLBAX vs OAYBX
CLBAX vs OAYBX Comparison
Open Charts CLBAX vs OAYBX
American Funds American Balanced 529A
Price$33.40
Change+$1.62 (+5.10%)
VolumeN/A
Net Assets219.52B
Oakmark Equity and Income Advisor
Price$34.70
Change+$1.56 (+4.71%)
VolumeN/A
Net Assets6.2B
CLBAX vs OAYBX Comparison Chart
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CLBAX vs. OAYBX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 220B vs. OAYBX (6.2B). OAYBX pays higher dividends than CLBAX: OAYBX (2.33) vs CLBAX (1.98). CLBAX was incepted earlier than OAYBX: CLBAX (23 years) vs OAYBX (8 years). OAYBX (0.62) and CLBAX (0.60) have similar cost to investors . CLBAX is a more actively managed with annual turnover of: 171.00 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 : 2.00 vs. CLBAX (-3.59). OAYBX return over 5 years is better than : 54.76 vs. CLBAX (31.84).
| CLBAX | OAYBX | CLBAX / OAYBX | |
| Total Expense Ratio | 0.60 | 0.62 | 97% |
| Annual Report Gross Expense Ratio | 0.60 | 0.62 | 97% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | -6.950 | -2.786 | 249% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220B | 6.2B | 3,546% |
| Annual Yield % from dividends | 1.98 | 2.33 | 85% |
| Returns for 1 year | -3.59 | 2.00 | -179% |
| Returns for 3 years | 6.11 | 13.14 | 46% |
| Returns for 5 years | 31.84 | 54.76 | 58% |
| Returns for 10 years | 51.06 | N/A | - |
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