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CLBAX vs OAZBX
CLBAX vs OAZBX Comparison
Open Charts CLBAX vs OAZBX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Oakmark Equity and Income R6
Price$39.02
Change+$1.25 (+3.31%)
VolumeN/A
Net Assets6.18B
CLBAX vs OAZBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. OAZBX (6.18B). OAZBX pays higher dividends than CLBAX: OAZBX (2.44) vs CLBAX (1.89). 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). CLBAX annual gain was more profitable for investors over the last year : 11.35 vs. OAZBX (8.64). CLBAX return over 5 years is better than : 37.40 vs. OAZBX (33.28).
| 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 | 2.460 | 0.103 | 2,397% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 6.18B | 4,372% |
| Annual Yield % from dividends | 1.89 | 2.44 | 78% |
| Returns for 1 year | 11.35 | 8.64 | 131% |
| Returns for 3 years | 36.75 | 31.35 | 117% |
| Returns for 5 years | 37.40 | 33.28 | 112% |
| Returns for 10 years | 100.85 | N/A | - |
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