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CLBAX vs OAYBX
CLBAX vs OAYBX Comparison
Open Charts CLBAX vs OAYBX
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.
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).
| CLBAX | OAYBX | CLBAX / OAYBX | |
| Total Expense Ratio | 0.58 | 0.62 | 94% |
| Annual Report Gross Expense Ratio | 0.58 | 0.62 | 94% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 8.073 | 5.686 | 142% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 6.24B | 4,041% |
| Annual Yield % from dividends | 1.84 | 2.38 | 77% |
| Returns for 1 year | 7.84 | 11.86 | 66% |
| Returns for 3 years | 36.14 | 36.56 | 99% |
| Returns for 5 years | 43.26 | 55.46 | 78% |
| Returns for 10 years | 77.55 | N/A | - |
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