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CLBCX vs OAYBX
CLBCX vs OAYBX Comparison
Open Charts CLBCX vs OAYBX
American Funds American Balanced 529C
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Oakmark Equity and Income Advisor
Price$38.22
Change+$0.19 (+0.50%)
VolumeN/A
Net Assets6.29B
CLBCX vs OAYBX Comparison Chart in %
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CLBCX vs. OAYBX commentary
Sep 28, 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 CLBCX is a Hold and OAYBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. OAYBX (6.29B). OAYBX pays higher dividends than CLBCX: OAYBX (2.32) vs CLBCX (1.11). CLBCX was incepted earlier than OAYBX: CLBCX (24 years) vs OAYBX (9 years). CLBCX (1.35) is less costly to investors than OAYBX (0.62). CLBCX is a more actively managed with annual turnover of: 44.00 vs. OAYBX (38.00). CLBCX has a lower initial minimum investment than OAYBX: CLBCX (250) vs OAYBX (100000). OAYBX annual gain was more profitable for investors over the last year : 8.11 vs. CLBCX (7.19). OAYBX return over 5 years is better than : 53.74 vs. CLBCX (40.81).
| CLBCX | OAYBX | CLBCX / OAYBX | |
| Total Expense Ratio | 1.35 | 0.62 | 218% |
| Annual Report Gross Expense Ratio | 1.35 | 0.62 | 218% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 12.421 | 7.773 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 6.29B | 4,180% |
| Annual Yield % from dividends | 1.11 | 2.32 | 48% |
| Returns for 1 year | 7.19 | 8.11 | 89% |
| Returns for 3 years | 48.53 | 46.25 | 105% |
| Returns for 5 years | 40.81 | 53.74 | 76% |
| Returns for 10 years | 81.37 | N/A | - |