CLBAX
Price
$36.80
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
OAYBX
Price
$37.48
Change
+$0.05 (+0.13%)
Updated
Jul 3 closing price
Net Assets
6.24B
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CLBAX vs OAYBX

Header iconCLBAX vs OAYBX Comparison
Open Charts CLBAX vs OAYBXBanner chart's image
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Oakmark Equity and Income Advisor
Price$37.48
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets6.24B
CLBAX vs OAYBX Comparison Chart in %
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CLBAX vs. OAYBX commentary
Jul 07, 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 CLBAX is a Buy and OAYBX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. OAYBX (6.24B). OAYBX pays higher dividends than CLBAX: OAYBX (2.38) vs CLBAX (1.84). CLBAX was incepted earlier than OAYBX: CLBAX (23 years) vs OAYBX (9 years). OAYBX (0.62) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. OAYBX (38.00). CLBAX has a lower initial minimum investment than OAYBX: CLBAX (250) vs OAYBX (100000). OAYBX annual gain was more profitable for investors over the last year : 11.86 vs. CLBAX (7.84). OAYBX return over 5 years is better than : 55.46 vs. CLBAX (43.26).
CLBAXOAYBXCLBAX / OAYBX
Total Expense Ratio0.580.6294%
Annual Report Gross Expense Ratio0.580.6294%
Fund Existence23 years9 years-
Gain YTD8.0735.686142%
Front Load4%N/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B6.24B4,041%
Annual Yield % from dividends1.842.3877%
Returns for 1 year7.8411.8666%
Returns for 3 years36.1436.5699%
Returns for 5 years43.2655.4678%
Returns for 10 years77.55N/A-
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