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CLBAX vs OAYBX
CLBAX vs OAYBX Comparison
Open Charts CLBAX vs OAYBX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Oakmark Equity and Income Advisor
Price$38.08
Change+$0.19 (+0.50%)
VolumeN/A
Net Assets6.29B
CLBAX vs OAYBX Comparison Chart in %
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CLBAX vs. OAYBX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 259B vs. OAYBX (6.29B). OAYBX pays higher dividends than CLBAX: OAYBX (2.32) vs CLBAX (1.80). 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 (9.95) and OAYBX (9.74) have marching annual gain over last year. OAYBX return over 5 years is better than : 47.27 vs. CLBAX (41.54).
| 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 | 11.362 | 7.491 | 152% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 6.29B | 4,116% |
| Annual Yield % from dividends | 1.80 | 2.32 | 77% |
| Returns for 1 year | 9.95 | 9.74 | 102% |
| Returns for 3 years | 40.92 | 35.61 | 115% |
| Returns for 5 years | 41.54 | 47.27 | 88% |
| Returns for 10 years | 88.47 | N/A | - |
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