Ad is loading...
CLBFX vs OAYBX
CLBFX vs OAYBX Comparison
Open Charts CLBFX vs OAYBX
American Funds American Balanced 529F
Price$35.37
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets242.81B
Oakmark Equity and Income Advisor
Price$36.88
Change+$0.15 (+0.41%)
VolumeN/A
Net Assets6.32B
CLBFX vs OAYBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. OAYBX commentary
Jan 24, 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: 243B vs. OAYBX (6.32B). 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). OAYBX (12.76) and CLBFX (12.59) have marching annual gain over last year. OAYBX (35.43) and CLBFX (34.57) have equivalent 5 years return.
| 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 | 3.069 | 2.283 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 6.32B | 3,844% |
| Annual Yield % from dividends | 2.39 | 2.98 | 80% |
| Returns for 1 year | 12.59 | 12.76 | 99% |
| Returns for 3 years | 17.97 | 15.41 | 117% |
| Returns for 5 years | 34.57 | 35.43 | 98% |
| Returns for 10 years | 72.71 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...