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CLBFX vs OAYBX
CLBFX vs OAYBX Comparison
Open Charts CLBFX vs OAYBX
American Funds American Balanced 529F
Price$37.88
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
CLBFX vs OAYBX Comparison Chart in %
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CLBFX vs. OAYBX commentary
Sep 08, 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 CLBFX is a Buy and OAYBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. OAYBX (6.29B). OAYBX pays higher dividends than CLBFX: OAYBX (2.32) vs CLBFX (1.94). CLBFX was incepted earlier than OAYBX: CLBFX (23 years) vs OAYBX (9 years). CLBFX (0.67) is less costly to investors than OAYBX (0.62). CLBFX is a more actively managed with annual turnover of: 44.00 vs. OAYBX (38.00). CLBFX has a lower initial minimum investment than OAYBX: CLBFX (250) vs OAYBX (100000). CLBFX (10.11) and OAYBX (9.74) have marching annual gain over last year. OAYBX return over 5 years is better than : 47.27 vs. CLBFX (42.70).
| CLBFX | OAYBX | CLBFX / OAYBX | |
| Total Expense Ratio | 0.67 | 0.62 | 108% |
| Annual Report Gross Expense Ratio | 0.67 | 0.62 | 108% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 11.495 | 7.491 | 153% |
| Front Load | N/A | 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 | 1.94 | 2.32 | 84% |
| Returns for 1 year | 10.11 | 9.74 | 104% |
| Returns for 3 years | 41.65 | 35.61 | 117% |
| Returns for 5 years | 42.70 | 47.27 | 90% |
| Returns for 10 years | 92.18 | N/A | - |
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