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CLBFX vs OAYBX
CLBFX vs OAYBX Comparison
Open Charts CLBFX vs OAYBX
American Funds American Balanced 529F
Price$33.35
Change+$1.62 (+5.11%)
VolumeN/A
Net Assets217.49B
Oakmark Equity and Income Advisor
Price$34.70
Change+$1.56 (+4.71%)
VolumeN/A
Net Assets6.2B
CLBFX vs OAYBX Comparison Chart
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CLBFX vs. OAYBX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 217B vs. OAYBX (6.2B). OAYBX pays higher dividends than CLBFX: OAYBX (2.33) vs CLBFX (2.14). CLBFX was incepted earlier than OAYBX: CLBFX (23 years) vs OAYBX (8 years). CLBFX (0.68) is less costly to investors than OAYBX (0.62). CLBFX is a more actively managed with annual turnover of: 171.00 vs. OAYBX (38.00). 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 : 2.00 vs. CLBFX (-3.46). OAYBX return over 5 years is better than : 54.76 vs. CLBFX (32.93).
| CLBFX | OAYBX | CLBFX / OAYBX | |
| Total Expense Ratio | 0.68 | 0.62 | 110% |
| Annual Report Gross Expense Ratio | 0.68 | 0.62 | 110% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | -6.926 | -2.786 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 6.2B | 3,498% |
| Annual Yield % from dividends | 2.14 | 2.33 | 92% |
| Returns for 1 year | -3.46 | 2.00 | -173% |
| Returns for 3 years | 6.59 | 13.14 | 50% |
| Returns for 5 years | 32.93 | 54.76 | 60% |
| Returns for 10 years | 54.04 | N/A | - |