Interact to see
Advertisement
Advertisement
CLBAX vs OAYBX
CLBAX vs OAYBX Comparison
Open Charts CLBAX vs OAYBX
American Funds American Balanced 529A
Price$37.09
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets253.84B
Oakmark Equity and Income Advisor
Price$36.89
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets6.16B
CLBAX vs OAYBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. OAYBX commentary
Aug 10, 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: 254B vs. OAYBX (6.16B). OAYBX pays higher dividends than CLBAX: OAYBX (2.39) vs CLBAX (1.82). 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 : 10.14 vs. OAYBX (8.95). OAYBX return over 5 years is better than : 45.39 vs. CLBAX (38.83).
| 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 | 8.925 | 4.023 | 222% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 6.16B | 4,121% |
| Annual Yield % from dividends | 1.82 | 2.39 | 76% |
| Returns for 1 year | 10.14 | 8.95 | 113% |
| Returns for 3 years | 32.77 | 27.41 | 120% |
| Returns for 5 years | 38.83 | 45.39 | 86% |
| Returns for 10 years | 77.44 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers