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CLBFX vs OAYBX
CLBFX vs OAYBX Comparison
Open Charts CLBFX vs OAYBX
American Funds American Balanced 529F
Price$39.61
Change-$0.49 (-1.22%)
VolumeN/A
Net Assets269.37B
Oakmark Equity and Income Advisor
Price$39.21
Change-$0.19 (-0.48%)
VolumeN/A
Net Assets6.16B
CLBFX vs OAYBX Comparison Chart in %
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CLBFX vs. OAYBX commentary
Dec 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 StrongBuy 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 (2.36) vs CLBFX (1.83). 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 : 10.76 vs. OAYBX (8.29). CLBFX (43.74) and OAYBX (42.02) 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 | 18.399 | 11.806 | 156% |
| 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 | 4,367% |
| Annual Yield % from dividends | 1.83 | 2.36 | 78% |
| Returns for 1 year | 10.76 | 8.29 | 130% |
| Returns for 3 years | 45.23 | 38.47 | 118% |
| Returns for 5 years | 43.74 | 42.02 | 104% |
| Returns for 10 years | 97.46 | N/A | - |
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