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CLBFX vs OAZBX
CLBFX vs OAZBX Comparison
Open Charts CLBFX vs OAZBX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Oakmark Equity and Income R6
Price$36.54
Change-$0.34 (-0.92%)
VolumeN/A
Net Assets6.14B
CLBFX vs OAZBX Comparison Chart
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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. OAZBX (6.14B). OAZBX pays higher dividends than CLBFX: OAZBX (2.38) vs CLBFX (2.07). CLBFX was incepted earlier than OAZBX: CLBFX (23 years) vs OAZBX (5 years). CLBFX (0.67) is less costly to investors than OAZBX (0.56). CLBFX is a more actively managed with annual turnover of: 44.00 vs. OAZBX (38.00). CLBFX has a lower initial minimum investment than OAZBX: CLBFX (250) vs OAZBX (1000000). OAZBX annual gain was more profitable for investors over the last year : 8.73 vs. CLBFX (5.44).
| CLBFX | OAZBX | CLBFX / OAZBX | |
| Total Expense Ratio | 0.67 | 0.56 | 120% |
| Annual Report Gross Expense Ratio | 0.67 | 0.56 | 120% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 4.519 | 2.442 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 6.14B | 3,976% |
| Annual Yield % from dividends | 2.07 | 2.38 | 87% |
| Returns for 1 year | 5.44 | 8.73 | 62% |
| Returns for 3 years | 34.29 | 32.29 | 106% |
| Returns for 5 years | 41.30 | N/A | - |
| Returns for 10 years | 73.68 | N/A | - |
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