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CLBFX vs OAZBX
CLBFX vs OAZBX Comparison
Open Charts CLBFX vs OAZBX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Oakmark Equity and Income R6
Price$37.52
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets6.16B
CLBFX vs OAZBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. OAZBX (6.16B). OAZBX pays higher dividends than CLBFX: OAZBX (2.45) vs CLBFX (1.97). 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 : 9.15 vs. CLBFX (8.11).
| 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 | 9.847 | 5.889 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 6.16B | 4,154% |
| Annual Yield % from dividends | 1.97 | 2.45 | 81% |
| Returns for 1 year | 8.11 | 9.15 | 89% |
| Returns for 3 years | 31.15 | 25.41 | 123% |
| Returns for 5 years | 40.98 | N/A | - |
| Returns for 10 years | 82.32 | N/A | - |
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