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CLBFX vs OAYBX
CLBFX vs OAYBX Comparison
Open Charts CLBFX vs OAYBX
American Funds American Balanced 529F
Price$35.27
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets241.02B
Oakmark Equity and Income Advisor
Price$36.25
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.14B
CLBFX vs OAYBX Comparison Chart
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CLBFX vs. OAYBX commentary
Jun 01, 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 CLBFX is a Buy and OAYBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. OAYBX (6.14B). OAYBX pays higher dividends than CLBFX: OAYBX (2.32) vs CLBFX (2.07). CLBFX was incepted earlier than OAYBX: CLBFX (23 years) vs OAYBX (9 years). CLBFX (0.67) is less costly to investors than OAYBX (0.62). CLBFX is a more actively managed with annual turnover of: 44.00 vs. OAYBX (38.00). CLBFX has a lower initial minimum investment than OAYBX: CLBFX (250) vs OAYBX (100000). OAYBX annual gain was more profitable for investors over the last year : 8.36 vs. CLBFX (7.82). OAYBX return over 5 years is better than : 51.29 vs. CLBFX (39.87).
| CLBFX | OAYBX | CLBFX / OAYBX | |
| Total Expense Ratio | 0.67 | 0.62 | 108% |
| Annual Report Gross Expense Ratio | 0.67 | 0.62 | 108% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 3.458 | 1.556 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 6.14B | 3,927% |
| Annual Yield % from dividends | 2.07 | 2.32 | 89% |
| Returns for 1 year | 7.82 | 8.36 | 94% |
| Returns for 3 years | 22.84 | 21.44 | 107% |
| Returns for 5 years | 39.87 | 51.29 | 78% |
| Returns for 10 years | 71.09 | N/A | - |
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