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CLBFX vs OAYBX
CLBFX vs OAYBX Comparison
Open Charts CLBFX vs OAYBX
American Funds American Balanced 529F
Price$37.04
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets253.84B
Oakmark Equity and Income Advisor
Price$36.89
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets6.16B
CLBFX vs OAYBX Comparison Chart in %
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CLBFX 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 CLBFX is a Buy and OAYBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. OAYBX (6.16B). OAYBX pays higher dividends than CLBFX: OAYBX (2.39) vs CLBFX (1.97). 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). CLBFX annual gain was more profitable for investors over the last year : 10.27 vs. OAYBX (8.95). OAYBX return over 5 years is better than : 45.39 vs. CLBFX (39.97).
| 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 | 9.023 | 4.023 | 224% |
| Front Load | N/A | 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 | 1.97 | 2.39 | 83% |
| Returns for 1 year | 10.27 | 8.95 | 115% |
| Returns for 3 years | 33.41 | 27.41 | 122% |
| Returns for 5 years | 39.97 | 45.39 | 88% |
| Returns for 10 years | 80.95 | N/A | - |
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