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CLBFX vs OAYBX
CLBFX vs OAYBX Comparison
Open Charts CLBFX vs OAYBX
American Funds American Balanced 529F
Price$38.22
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
Oakmark Equity and Income Advisor
Price$39.68
Change+$0.13 (+0.33%)
VolumeN/A
Net Assets6.2B
CLBFX vs OAYBX Comparison Chart in %
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CLBFX 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 CLBFX is a Hold and OAYBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. OAYBX (6.2B). OAYBX pays higher dividends than CLBFX: OAYBX (2.39) vs CLBFX (2.08). 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). OAYBX is a more actively managed with annual turnover of: 69.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than OAYBX: CLBFX (250) vs OAYBX (100000). CLBFX annual gain was more profitable for investors over the last year : 14.42 vs. OAYBX (13.36). CLBFX return over 5 years is better than : 39.53 vs. OAYBX (37.44).
| 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 | 2.357 | 1.744 | 135% |
| Front Load | N/A | 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 | 2.08 | 2.39 | 87% |
| Returns for 1 year | 14.42 | 13.36 | 108% |
| Returns for 3 years | 38.39 | 37.89 | 101% |
| Returns for 5 years | 39.53 | 37.44 | 106% |
| Returns for 10 years | 105.76 | N/A | - |
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