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CLBFX vs OAZBX
CLBFX vs OAZBX Comparison
Open Charts CLBFX vs OAZBX
American Funds American Balanced 529F
Price$38.03
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Oakmark Equity and Income R6
Price$38.15
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets6.29B
CLBFX vs OAZBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. OAZBX (6.29B). OAZBX pays higher dividends than CLBFX: OAZBX (2.38) vs CLBFX (1.94). 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). CLBFX annual gain was more profitable for investors over the last year : 11.92 vs. OAZBX (11.02).
| 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 | 11.937 | 7.667 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 6.29B | 4,116% |
| Annual Yield % from dividends | 1.94 | 2.38 | 82% |
| Returns for 1 year | 11.92 | 11.02 | 108% |
| Returns for 3 years | 38.90 | 32.05 | 121% |
| Returns for 5 years | 43.66 | N/A | - |
| Returns for 10 years | 93.51 | N/A | - |
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