Interact to see
Advertisement
Advertisement
CLBFX vs OAYBX
CLBFX vs OAYBX Comparison
Open Charts CLBFX vs OAYBX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Oakmark Equity and Income Advisor
Price$37.64
Change-$0.25 (-0.66%)
VolumeN/A
Net Assets6.16B
CLBFX vs OAYBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. OAYBX commentary
Nov 14, 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: 269B vs. OAYBX (6.16B). OAYBX pays higher dividends than CLBFX: OAYBX (2.38) vs CLBFX (1.86). 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 : 10.11 vs. OAYBX (4.99). CLBFX return over 5 years is better than : 44.32 vs. OAYBX (37.98).
| 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 | 16.391 | 7.521 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.16B | 4,366% |
| Annual Yield % from dividends | 1.86 | 2.38 | 78% |
| Returns for 1 year | 10.11 | 4.99 | 203% |
| Returns for 3 years | 44.93 | 32.29 | 139% |
| Returns for 5 years | 44.32 | 37.98 | 117% |
| Returns for 10 years | 94.43 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers