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CLBAX vs OAZBX
CLBAX vs OAZBX Comparison
Open Charts CLBAX vs OAZBX
American Funds American Balanced 529A
Price$37.37
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
CLBAX vs OAZBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. OAZBX (6.16B). OAZBX pays higher dividends than CLBAX: OAZBX (2.45) vs CLBAX (1.82). CLBAX was incepted earlier than OAZBX: CLBAX (24 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 : 9.15 vs. CLBAX (7.96).
| CLBAX | OAZBX | CLBAX / OAZBX | |
| Total Expense Ratio | 0.58 | 0.56 | 104% |
| Annual Report Gross Expense Ratio | 0.58 | 0.56 | 104% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 9.747 | 5.889 | 165% |
| Front Load | 4% | 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 | 1.82 | 2.45 | 74% |
| Returns for 1 year | 7.96 | 9.15 | 87% |
| Returns for 3 years | 30.56 | 25.41 | 120% |
| Returns for 5 years | 39.83 | N/A | - |
| Returns for 10 years | 78.78 | N/A | - |
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