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CLBAX vs OAYBX
CLBAX vs OAYBX Comparison
Open Charts CLBAX vs OAYBX
American Funds American Balanced 529A
Price$38.27
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
Oakmark Equity and Income Advisor
Price$39.68
Change+$0.13 (+0.33%)
VolumeN/A
Net Assets6.2B
CLBAX vs OAYBX Comparison Chart in %
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CLBAX vs. OAYBX commentary
Jan 15, 2026
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 Hold and OAYBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. OAYBX (6.2B). OAYBX pays higher dividends than CLBAX: OAYBX (2.39) vs CLBAX (1.94). 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 : 14.23 vs. OAYBX (13.36). CLBAX (38.44) and OAYBX (37.44) 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 | 2.326 | 1.744 | 133% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 6.2B | 4,353% |
| Annual Yield % from dividends | 1.94 | 2.39 | 81% |
| Returns for 1 year | 14.23 | 13.36 | 106% |
| Returns for 3 years | 37.73 | 37.89 | 100% |
| Returns for 5 years | 38.44 | 37.44 | 103% |
| Returns for 10 years | 101.82 | N/A | - |
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