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CLBFX vs OAYBX
CLBFX vs OAYBX Comparison
Open Charts CLBFX vs OAYBX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Oakmark Equity and Income Advisor
Price$37.77
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets6.24B
CLBFX vs OAYBX Comparison Chart in %
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CLBFX vs. OAYBX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. OAYBX (6.24B). OAYBX pays higher dividends than CLBFX: OAYBX (2.37) vs CLBFX (1.89). 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 annual gain was more profitable for investors over the last year : 8.84 vs. OAYBX (6.56). OAYBX (45.30) and CLBFX (45.11) have equivalent 5 years return.
| 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 | 14.767 | 7.180 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 6.24B | 4,261% |
| Annual Yield % from dividends | 1.89 | 2.37 | 80% |
| Returns for 1 year | 8.84 | 6.56 | 135% |
| Returns for 3 years | 52.03 | 39.83 | 131% |
| Returns for 5 years | 45.11 | 45.30 | 100% |
| Returns for 10 years | 91.64 | N/A | - |
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