CLBAX
Price
$37.60
Change
+$0.04 (+0.11%)
Updated
Dec 26 closing price
Net Assets
269.37B
OAZBX
Price
$39.44
Change
+$0.03 (+0.08%)
Updated
Dec 26 closing price
Net Assets
6.16B
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CLBAX vs OAZBX

Header iconCLBAX vs OAZBX Comparison
Open Charts CLBAX vs OAZBXBanner chart's image
American Funds American Balanced 529A
Price$37.60
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Oakmark Equity and Income R6
Price$39.44
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.16B
CLBAX vs OAZBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. OAZBX (6.16B). OAZBX pays higher dividends than CLBAX: OAZBX (2.42) vs CLBAX (1.70). 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 . OAZBX is a more actively managed with annual turnover of: 69.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than OAZBX: CLBAX (250) vs OAZBX (1000000). OAZBX annual gain was more profitable for investors over the last year : 11.04 vs. CLBAX (9.15). OAZBX return over 5 years is better than : 41.27 vs. CLBAX (36.56).
CLBAXOAZBXCLBAX / OAZBX
Total Expense Ratio0.580.56104%
Annual Report Gross Expense Ratio0.580.56104%
Fund Existence24 years5 years-
Gain YTD10.73912.03689%
Front Load4%N/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets269B6.16B4,367%
Annual Yield % from dividends1.702.4270%
Returns for 1 year9.1511.0483%
Returns for 3 years38.0344.0186%
Returns for 5 years36.5641.2789%
Returns for 10 years84.88N/A-
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