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CLBAX vs OAZBX
CLBAX vs OAZBX Comparison
Open Charts CLBAX vs OAZBX
American Funds American Balanced 529A
Price$34.30
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Oakmark Equity and Income R6
Price$35.72
Change+$0.26 (+0.73%)
VolumeN/A
Net Assets6.01B
CLBAX vs OAZBX Comparison Chart
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 234B vs. OAZBX (6.01B). OAZBX pays higher dividends than CLBAX: OAZBX (2.45) vs CLBAX (1.98). CLBAX was incepted earlier than OAZBX: CLBAX (23 years) vs OAZBX (4 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 : 4.71 vs. OAZBX (4.39).
| 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 | 4 years | - |
| Gain YTD | 0.428 | -0.586 | -73% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 6.01B | 3,892% |
| Annual Yield % from dividends | 1.98 | 2.45 | 81% |
| Returns for 1 year | 4.71 | 4.39 | 107% |
| Returns for 3 years | 23.15 | 23.45 | 99% |
| Returns for 5 years | 38.50 | N/A | - |
| Returns for 10 years | 62.65 | N/A | - |
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