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CLBFX vs OAYBX
CLBFX vs OAYBX Comparison
Open Charts CLBFX vs OAYBX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Oakmark Equity and Income Advisor
Price$37.53
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets6.16B
CLBFX vs OAYBX Comparison Chart in %
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CLBFX vs. OAYBX commentary
Aug 18, 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: 256B vs. OAYBX (6.16B). OAYBX pays higher dividends than CLBFX: OAYBX (2.39) vs CLBFX (1.97). 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). OAYBX annual gain was more profitable for investors over the last year : 9.08 vs. CLBFX (8.11). OAYBX return over 5 years is better than : 46.07 vs. CLBFX (40.98).
| 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 | 9.847 | 5.827 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 6.16B | 4,154% |
| Annual Yield % from dividends | 1.97 | 2.39 | 83% |
| Returns for 1 year | 8.11 | 9.08 | 89% |
| Returns for 3 years | 31.15 | 25.28 | 123% |
| Returns for 5 years | 40.98 | 46.07 | 89% |
| Returns for 10 years | 82.32 | N/A | - |
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