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CLBAX vs OAZBX
CLBAX vs OAZBX Comparison
Open Charts CLBAX vs OAZBX
American Funds American Balanced 529A
Price$34.28
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
Oakmark Equity and Income R6
Price$36.18
Change+$0.27 (+0.75%)
VolumeN/A
CapitalizationN/A
CLBAX vs OAZBX Comparison Chart
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 236B vs. OAZBX (6.64B). OAZBX pays higher dividends than CLBAX: OAZBX (3.05) vs CLBAX (2.23). CLBAX was incepted earlier than OAZBX: CLBAX (23 years) vs OAZBX (4 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. OAZBX (45.00). CLBAX has a lower initial minimum investment than OAZBX: CLBAX (250) vs OAZBX (1000000). CLBAX (10.17) and OAZBX (9.71) have marching annual gain over last year.
| CLBAX | OAZBX | CLBAX / OAZBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 9.546 | 9.259 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 6.64B | 3,554% |
| Annual Yield % from dividends | 2.23 | 3.05 | 73% |
| Returns for 1 year | 10.17 | 9.71 | 105% |
| Returns for 3 years | 10.84 | 13.12 | 83% |
| Returns for 5 years | 31.63 | N/A | - |
| Returns for 10 years | 63.91 | N/A | - |
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