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CLBAX vs OAZBX
CLBAX vs OAZBX Comparison
Open Charts CLBAX vs OAZBX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Oakmark Equity and Income R6
Price$38.11
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets6.29B
CLBAX vs OAZBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 258B vs. OAZBX (6.29B). OAZBX pays higher dividends than CLBAX: OAZBX (2.38) vs CLBAX (1.80). 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 (9.95) and OAZBX (9.81) 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 | 11.362 | 7.555 | 150% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 6.29B | 4,100% |
| Annual Yield % from dividends | 1.80 | 2.38 | 75% |
| Returns for 1 year | 9.95 | 9.81 | 101% |
| Returns for 3 years | 40.92 | 35.74 | 114% |
| Returns for 5 years | 41.54 | N/A | - |
| Returns for 10 years | 88.47 | N/A | - |