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CLBAX vs OAZBX
CLBAX vs OAZBX Comparison
Open Charts CLBAX vs OAZBX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Oakmark Equity and Income R6
Price$36.54
Change-$0.34 (-0.92%)
VolumeN/A
Net Assets6.14B
CLBAX vs OAZBX Comparison Chart
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 244B vs. OAZBX (6.14B). OAZBX pays higher dividends than CLBAX: OAZBX (2.38) vs CLBAX (1.91). 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 : 8.73 vs. CLBAX (5.26).
| 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 | 4.431 | 2.442 | 181% |
| Front Load | 4% | 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 | 1.91 | 2.38 | 80% |
| Returns for 1 year | 5.26 | 8.73 | 60% |
| Returns for 3 years | 33.60 | 32.29 | 104% |
| Returns for 5 years | 40.12 | N/A | - |
| Returns for 10 years | 70.29 | N/A | - |
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