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OAZBX vs RAMHX
OAZBX vs RAMHX Comparison
Open Charts OAZBX vs RAMHX
Oakmark Equity and Income R6
Price$35.72
Change+$0.26 (+0.73%)
VolumeN/A
Net Assets6.01B
American Funds American Balanced R2E
Price$34.17
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
OAZBX vs RAMHX Comparison Chart
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FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 234B vs. OAZBX (6.01B). OAZBX pays higher dividends than RAMHX: OAZBX (2.45) vs RAMHX (1.55). OAZBX was incepted earlier than RAMHX: OAZBX (4 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than OAZBX (0.56). RAMHX is a more actively managed with annual turnover of: 44.00 vs. OAZBX (38.00). RAMHX has a lower initial minimum investment than OAZBX: RAMHX (250) vs OAZBX (1000000). OAZBX (4.39) and RAMHX (4.23) have marching annual gain over last year.
| OAZBX | RAMHX | OAZBX / RAMHX | |
| Total Expense Ratio | 0.56 | 1.04 | 54% |
| Annual Report Gross Expense Ratio | 0.56 | 1.04 | 54% |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | -0.586 | 0.256 | -228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.01B | 234B | 3% |
| Annual Yield % from dividends | 2.45 | 1.55 | 158% |
| Returns for 1 year | 4.39 | 4.23 | 104% |
| Returns for 3 years | 20.99 | 20.51 | 102% |
| Returns for 5 years | N/A | 34.08 | - |
| Returns for 10 years | N/A | 46.37 | - |
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