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CLBAX vs OAZBX
CLBAX vs OAZBX Comparison
Open Charts CLBAX vs OAZBX
American Funds American Balanced 529A
Price$35.25
Change-$0.07 (-0.20%)
VolumeN/A
Net Assets242.69B
Oakmark Equity and Income R6
Price$37.01
Change-$0.17 (-0.46%)
VolumeN/A
Net Assets6.32B
CLBAX vs OAZBX Comparison Chart
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 243B vs. OAZBX (6.32B). OAZBX pays higher dividends than CLBAX: OAZBX (3.05) vs CLBAX (2.23). CLBAX was incepted earlier than OAZBX: CLBAX (23 years) vs OAZBX (4 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. OAZBX (45.00). 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 : 13.22 vs. CLBAX (12.06).
| CLBAX | OAZBX | CLBAX / OAZBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 3.094 | 3.594 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 6.32B | 3,844% |
| Annual Yield % from dividends | 2.23 | 3.05 | 73% |
| Returns for 1 year | 12.06 | 13.22 | 91% |
| Returns for 3 years | 16.18 | 16.11 | 100% |
| Returns for 5 years | 35.53 | N/A | - |
| Returns for 10 years | 70.80 | N/A | - |
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