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CLBAX vs OAZBX
CLBAX vs OAZBX Comparison
Open Charts CLBAX vs OAZBX
American Funds American Balanced 529A
Price$38.07
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Oakmark Equity and Income R6
Price$38.15
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets6.29B
CLBAX vs OAZBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 259B vs. OAZBX (6.29B). OAZBX pays higher dividends than CLBAX: OAZBX (2.38) vs CLBAX (1.80). CLBAX was incepted earlier than OAZBX: CLBAX (24 years) vs OAZBX (5 years). CLBAX (0.58) and OAZBX (0.56) have similar cost to investors . CLBAX is a more actively managed with annual turnover of: 44.00 vs. OAZBX (38.00). CLBAX has a lower initial minimum investment than OAZBX: CLBAX (250) vs OAZBX (1000000). CLBAX annual gain was more profitable for investors over the last year : 11.72 vs. OAZBX (11.02).
| CLBAX | OAZBX | CLBAX / OAZBX | |
| Total Expense Ratio | 0.58 | 0.56 | 104% |
| Annual Report Gross Expense Ratio | 0.58 | 0.56 | 104% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 11.803 | 7.667 | 154% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 6.29B | 4,116% |
| Annual Yield % from dividends | 1.80 | 2.38 | 75% |
| Returns for 1 year | 11.72 | 11.02 | 106% |
| Returns for 3 years | 38.19 | 32.05 | 119% |
| Returns for 5 years | 42.50 | N/A | - |
| Returns for 10 years | 89.77 | N/A | - |
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