Interact to see
Advertisement
Advertisement
CLBAX vs OAZBX
CLBAX vs OAZBX Comparison
Open Charts CLBAX vs OAZBX
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Oakmark Equity and Income R6
Price$37.49
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.24B
CLBAX vs OAZBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 254B vs. OAZBX (6.24B). OAZBX pays higher dividends than CLBAX: OAZBX (2.44) vs CLBAX (1.84). CLBAX was incepted earlier than OAZBX: CLBAX (23 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). OAZBX (10.38) and CLBAX (10.23) have marching annual gain over last year.
| CLBAX | OAZBX | CLBAX / OAZBX | |
| Total Expense Ratio | 0.58 | 0.56 | 104% |
| Annual Report Gross Expense Ratio | 0.58 | 0.56 | 104% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 9.013 | 5.805 | 155% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 6.24B | 4,073% |
| Annual Yield % from dividends | 1.84 | 2.44 | 75% |
| Returns for 1 year | 10.23 | 10.38 | 99% |
| Returns for 3 years | 35.76 | 33.62 | 106% |
| Returns for 5 years | 41.42 | N/A | - |
| Returns for 10 years | 77.58 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement