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CLBFX vs OAYBX
CLBFX vs OAYBX Comparison
Open Charts CLBFX vs OAYBX
American Funds American Balanced 529F
Price$38.57
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
Oakmark Equity and Income Advisor
Price$37.17
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets6.16B
CLBFX vs OAYBX Comparison Chart in %
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CLBFX vs. OAYBX commentary
Nov 19, 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: 264B vs. OAYBX (6.16B). OAYBX pays higher dividends than CLBFX: OAYBX (2.38) vs CLBFX (1.86). 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 : 8.95 vs. OAYBX (3.53). CLBFX return over 5 years is better than : 40.97 vs. OAYBX (34.33).
| 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 | 13.881 | 5.478 | 253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 6.16B | 4,285% |
| Annual Yield % from dividends | 1.86 | 2.38 | 78% |
| Returns for 1 year | 8.95 | 3.53 | 254% |
| Returns for 3 years | 42.00 | 31.10 | 135% |
| Returns for 5 years | 40.97 | 34.33 | 119% |
| Returns for 10 years | 86.36 | N/A | - |
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