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CLBAX vs OAZBX
CLBAX vs OAZBX Comparison
Open Charts CLBAX vs OAZBX
American Funds American Balanced 529A
Price$39.35
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets268.39B
Oakmark Equity and Income R6
Price$38.40
Change+$0.12 (+0.31%)
VolumeN/A
Net Assets6.24B
CLBAX vs OAZBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 268B vs. OAZBX (6.24B). OAZBX pays higher dividends than CLBAX: OAZBX (2.44) vs CLBAX (1.76). 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). CLBAX annual gain was more profitable for investors over the last year : 10.96 vs. OAZBX (9.31).
| 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 | 15.893 | 9.082 | 175% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 6.24B | 4,293% |
| Annual Yield % from dividends | 1.76 | 2.44 | 72% |
| Returns for 1 year | 10.96 | 9.31 | 118% |
| Returns for 3 years | 49.62 | 39.44 | 126% |
| Returns for 5 years | 46.26 | N/A | - |
| Returns for 10 years | 87.29 | N/A | - |
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