Interact to see
Advertisement
Advertisement
CLBAX vs OAZBX
CLBAX vs OAZBX Comparison
Open Charts CLBAX vs OAZBX
American Funds American Balanced 529A
Price$38.89
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.73B
Oakmark Equity and Income R6
Price$38.19
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets6.24B
CLBAX vs OAZBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. OAZBX (6.24B). OAZBX pays higher dividends than CLBAX: OAZBX (2.44) vs CLBAX (1.49). 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 (9.56) and OAZBX (9.44) have marching annual gain over last year.
| 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 | 14.211 | 8.485 | 167% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 6.24B | 4,261% |
| Annual Yield % from dividends | 1.49 | 2.44 | 61% |
| Returns for 1 year | 9.56 | 9.44 | 101% |
| Returns for 3 years | 47.56 | 40.38 | 118% |
| Returns for 5 years | 46.54 | N/A | - |
| Returns for 10 years | 90.86 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement