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CLBAX vs OAZBX
CLBAX vs OAZBX Comparison
Open Charts CLBAX vs OAZBX
American Funds American Balanced 529A
Price$38.98
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Oakmark Equity and Income R6
Price$37.63
Change-$0.25 (-0.66%)
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 (2.44) vs CLBAX (1.73). 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 : 8.74 vs. OAZBX (4.25).
| 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 | 14.803 | 6.895 | 215% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.16B | 4,366% |
| Annual Yield % from dividends | 1.73 | 2.44 | 71% |
| Returns for 1 year | 8.74 | 4.25 | 206% |
| Returns for 3 years | 43.29 | 32.65 | 133% |
| Returns for 5 years | 41.36 | N/A | - |
| Returns for 10 years | 86.58 | N/A | - |
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