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CLBAX vs OAZBX
CLBAX vs OAZBX Comparison
Open Charts CLBAX vs OAZBX
American Funds American Balanced 529A
Price$32.89
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
Oakmark Equity and Income R6
Price$34.24
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets6.2B
CLBAX vs OAZBX Comparison Chart
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 225B vs. OAZBX (6.2B). OAZBX pays higher dividends than CLBAX: OAZBX (2.40) vs CLBAX (1.98). CLBAX was incepted earlier than OAZBX: CLBAX (23 years) vs OAZBX (4 years). CLBAX (0.60) is less costly to investors than OAZBX (0.56). CLBAX is a more actively managed with annual turnover of: 171.00 vs. OAZBX (38.00). 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 : 3.63 vs. CLBAX (2.71).
| CLBAX | OAZBX | CLBAX / OAZBX | |
| Total Expense Ratio | 0.60 | 0.56 | 107% |
| Annual Report Gross Expense Ratio | 0.60 | 0.56 | 107% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | -3.436 | -4.286 | 80% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 6.2B | 3,627% |
| Annual Yield % from dividends | 1.98 | 2.40 | 82% |
| Returns for 1 year | 2.71 | 3.63 | 75% |
| Returns for 3 years | 11.41 | 11.92 | 96% |
| Returns for 5 years | 33.77 | N/A | - |
| Returns for 10 years | 57.27 | N/A | - |
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