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CLBFX vs OAYBX
CLBFX vs OAYBX Comparison
Open Charts CLBFX vs OAYBX
American Funds American Balanced 529F
Price$36.41
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
CLBFX vs OAYBX Comparison Chart
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CLBFX 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 CLBFX is a StrongBuy and OAYBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 238B vs. OAYBX (6.4B). OAYBX pays higher dividends than CLBFX: OAYBX (2.98) vs CLBFX (2.39). CLBFX was incepted earlier than OAYBX: CLBFX (22 years) vs OAYBX (8 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. OAYBX (45.00). CLBFX has a lower initial minimum investment than OAYBX: CLBFX (250) vs OAYBX (100000). CLBFX annual gain was more profitable for investors over the last year : 21.32 vs. OAYBX (20.23). CLBFX return over 5 years is better than : 40.50 vs. OAYBX (30.07).
| CLBFX | OAYBX | CLBFX / OAYBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 8 years | - |
| Gain YTD | 15.432 | 12.168 | 127% |
| 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 | 2.39 | 2.98 | 80% |
| Returns for 1 year | 21.32 | 20.23 | 105% |
| Returns for 3 years | 14.36 | 5.43 | 264% |
| Returns for 5 years | 40.50 | 30.07 | 135% |
| Returns for 10 years | 67.16 | N/A | - |
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