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CLBAX vs OAZBX
CLBAX vs OAZBX Comparison
Open Charts CLBAX vs OAZBX
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Oakmark Equity and Income R6
Price$37.47
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets6.24B
CLBAX vs OAZBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B 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 annual gain was more profitable for investors over the last year : 11.93 vs. CLBAX (7.84).
| 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 | 8.073 | 5.748 | 140% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 6.24B | 4,041% |
| Annual Yield % from dividends | 1.84 | 2.44 | 75% |
| Returns for 1 year | 7.84 | 11.93 | 66% |
| Returns for 3 years | 36.14 | 36.70 | 98% |
| Returns for 5 years | 43.26 | N/A | - |
| Returns for 10 years | 77.55 | N/A | - |
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