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CLBAX vs OAZBX
CLBAX vs OAZBX Comparison
Open Charts CLBAX vs OAZBX
American Funds American Balanced 529A
Price$39.77
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Oakmark Equity and Income R6
Price$38.46
Change+$0.35 (+0.92%)
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 . 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 : 9.78 vs. OAZBX (5.47).
| 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 | 17.130 | 9.252 | 185% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.16B | 4,367% |
| Annual Yield % from dividends | 1.70 | 2.42 | 70% |
| Returns for 1 year | 9.78 | 5.47 | 179% |
| Returns for 3 years | 41.58 | 32.54 | 128% |
| Returns for 5 years | 40.70 | N/A | - |
| Returns for 10 years | 87.79 | N/A | - |
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