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CLBAX vs OAYBX
CLBAX vs OAYBX Comparison
Open Charts CLBAX vs OAYBX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.62B
Oakmark Equity and Income Advisor
Price$37.77
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets6.24B
CLBAX vs OAYBX Comparison Chart in %
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CLBAX vs. OAYBX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. OAYBX (6.24B). OAYBX pays higher dividends than CLBAX: OAYBX (2.37) vs CLBAX (1.76). CLBAX was incepted earlier than OAYBX: CLBAX (24 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). CLBAX annual gain was more profitable for investors over the last year : 8.72 vs. OAYBX (6.56). OAYBX (45.30) and CLBAX (43.96) have equivalent 5 years return.
| CLBAX | OAYBX | CLBAX / OAYBX | |
| Total Expense Ratio | 0.58 | 0.62 | 94% |
| Annual Report Gross Expense Ratio | 0.58 | 0.62 | 94% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 14.656 | 7.180 | 204% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 6.24B | 4,261% |
| Annual Yield % from dividends | 1.76 | 2.37 | 74% |
| Returns for 1 year | 8.72 | 6.56 | 133% |
| Returns for 3 years | 51.33 | 39.83 | 129% |
| Returns for 5 years | 43.96 | 45.30 | 97% |
| Returns for 10 years | 88.01 | N/A | - |
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