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CLBAX vs OAYBX
CLBAX vs OAYBX Comparison
Open Charts CLBAX vs OAYBX
American Funds American Balanced 529A
Price$36.45
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
Oakmark Equity and Income Advisor
Price$37.16
Change+$0.19 (+0.51%)
VolumeN/A
CapitalizationN/A
CLBAX vs OAYBX Comparison Chart
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CLBAX vs. OAYBX commentary
Nov 23, 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: 238B 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 (21.13) and OAYBX (20.23) have marching annual gain over last year. CLBAX return over 5 years is better than : 39.28 vs. OAYBX (30.07).
| 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 | 15.266 | 12.168 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 6.4B | 3,718% |
| Annual Yield % from dividends | 2.23 | 2.98 | 75% |
| Returns for 1 year | 21.13 | 20.23 | 104% |
| Returns for 3 years | 13.80 | 5.43 | 254% |
| Returns for 5 years | 39.28 | 30.07 | 131% |
| Returns for 10 years | 63.86 | N/A | - |
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