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CLBFX vs OAYBX
CLBFX vs OAYBX Comparison
Open Charts CLBFX vs OAYBX
American Funds American Balanced 529F
Price$38.50
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets263.06B
Oakmark Equity and Income Advisor
Price$38.30
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets6.29B
CLBFX vs OAYBX Comparison Chart in %
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CLBFX vs. OAYBX commentary
Sep 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. OAYBX (6.29B). OAYBX pays higher dividends than CLBFX: OAYBX (2.32) vs CLBFX (1.94). 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 (10.04) and CLBFX (9.91) have marching annual gain over last year. OAYBX return over 5 years is better than : 47.80 vs. CLBFX (45.01).
| 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 | 13.320 | 7.998 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 6.29B | 4,180% |
| Annual Yield % from dividends | 1.94 | 2.32 | 84% |
| Returns for 1 year | 9.91 | 10.04 | 99% |
| Returns for 3 years | 44.65 | 36.80 | 121% |
| Returns for 5 years | 45.01 | 47.80 | 94% |
| Returns for 10 years | 95.76 | N/A | - |
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