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OAZBX vs RLBAX
OAZBX vs RLBAX Comparison
Open Charts OAZBX vs RLBAX
Oakmark Equity and Income R6
Price$38.11
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets6.29B
American Funds American Balanced R1
Price$37.59
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
OAZBX vs RLBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 258B vs. OAZBX (6.29B). OAZBX pays higher dividends than RLBAX: OAZBX (2.38) vs RLBAX (1.15). OAZBX was incepted earlier than RLBAX: OAZBX (5 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than OAZBX (0.56). RLBAX is a more actively managed with annual turnover of: 44.00 vs. OAZBX (38.00). RLBAX has a lower initial minimum investment than OAZBX: RLBAX (250) vs OAZBX (1000000). OAZBX annual gain was more profitable for investors over the last year : 9.81 vs. RLBAX (9.12).
| OAZBX | RLBAX | OAZBX / RLBAX | |
| Total Expense Ratio | 0.56 | 1.31 | 43% |
| Annual Report Gross Expense Ratio | 0.56 | 1.31 | 43% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 7.555 | 10.805 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.29B | 258B | 2% |
| Annual Yield % from dividends | 2.38 | 1.15 | 207% |
| Returns for 1 year | 9.81 | 9.12 | 108% |
| Returns for 3 years | 35.74 | 37.15 | 96% |
| Returns for 5 years | N/A | 35.40 | - |
| Returns for 10 years | N/A | 67.71 | - |
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