CLBAX
Price
$39.35
Change
+$0.27 (+0.69%)
Updated
Oct 24 closing price
Net Assets
268.39B
OAZBX
Price
$38.40
Change
+$0.12 (+0.31%)
Updated
Oct 24 closing price
Net Assets
6.24B
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CLBAX vs OAZBX

Header iconCLBAX vs OAZBX Comparison
Open Charts CLBAX vs OAZBXBanner chart's image
American Funds American Balanced 529A
Price$39.35
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets268.39B
Oakmark Equity and Income R6
Price$38.40
Change+$0.12 (+0.31%)
VolumeN/A
Net Assets6.24B
CLBAX vs OAZBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 268B vs. OAZBX (6.24B). OAZBX pays higher dividends than CLBAX: OAZBX (2.44) vs CLBAX (1.76). 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 annual gain was more profitable for investors over the last year : 10.96 vs. OAZBX (9.31).
CLBAXOAZBXCLBAX / OAZBX
Total Expense Ratio0.580.56104%
Annual Report Gross Expense Ratio0.580.56104%
Fund Existence24 years5 years-
Gain YTD15.8939.082175%
Front Load4%N/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets268B6.24B4,293%
Annual Yield % from dividends1.762.4472%
Returns for 1 year10.969.31118%
Returns for 3 years49.6239.44126%
Returns for 5 years46.26N/A-
Returns for 10 years87.29N/A-
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