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CLBFX vs OAYBX
CLBFX vs OAYBX Comparison
Open Charts CLBFX vs OAYBX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Oakmark Equity and Income Advisor
Price$36.86
Change-$0.25 (-0.67%)
VolumeN/A
Net Assets6.44B
CLBFX vs OAYBX Comparison Chart
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CLBFX vs. OAYBX commentary
Feb 23, 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 Hold and OAYBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. OAYBX (6.44B). 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 annual gain was more profitable for investors over the last year : 11.29 vs. CLBFX (9.36). OAYBX return over 5 years is better than : 35.64 vs. CLBFX (32.87).
| 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 | 2.894 | 2.646 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 6.44B | 3,758% |
| Annual Yield % from dividends | 2.39 | 2.98 | 80% |
| Returns for 1 year | 9.36 | 11.29 | 83% |
| Returns for 3 years | 19.64 | 17.12 | 115% |
| Returns for 5 years | 32.87 | 35.64 | 92% |
| Returns for 10 years | 68.67 | N/A | - |
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