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CLBAX vs OAYBX
CLBAX vs OAYBX Comparison
Open Charts CLBAX vs OAYBX
American Funds American Balanced 529A
Price$39.65
Change-$0.50 (-1.25%)
VolumeN/A
Net Assets269.37B
Oakmark Equity and Income Advisor
Price$39.21
Change-$0.19 (-0.48%)
VolumeN/A
Net Assets6.16B
CLBAX vs OAYBX Comparison Chart in %
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CLBAX vs. OAYBX commentary
Dec 14, 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 StrongBuy and OAYBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. OAYBX (6.16B). OAYBX pays higher dividends than CLBAX: OAYBX (2.36) vs CLBAX (1.70). 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). OAYBX is a more actively managed with annual turnover of: 69.00 vs. CLBAX (44.00). 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 : 10.62 vs. OAYBX (8.29). CLBAX (42.60) and OAYBX (42.02) 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 | 18.249 | 11.806 | 155% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.16B | 4,367% |
| Annual Yield % from dividends | 1.70 | 2.36 | 72% |
| Returns for 1 year | 10.62 | 8.29 | 128% |
| Returns for 3 years | 44.58 | 38.47 | 116% |
| Returns for 5 years | 42.60 | 42.02 | 101% |
| Returns for 10 years | 93.67 | N/A | - |
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