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OAZBX vs RLBAX
OAZBX vs RLBAX Comparison
Open Charts OAZBX vs RLBAX
Oakmark Equity and Income R6
Price$34.24
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets6.2B
American Funds American Balanced R1
Price$32.64
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
OAZBX vs RLBAX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 225B vs. OAZBX (6.2B). OAZBX pays higher dividends than RLBAX: OAZBX (2.40) vs RLBAX (1.27). OAZBX was incepted earlier than RLBAX: OAZBX (4 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than OAZBX (0.56). RLBAX is a more actively managed with annual turnover of: 171.00 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 : 3.63 vs. RLBAX (1.76).
| OAZBX | RLBAX | OAZBX / RLBAX | |
| Total Expense Ratio | 0.56 | 1.33 | 42% |
| Annual Report Gross Expense Ratio | 0.56 | 1.33 | 42% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | -4.286 | -3.908 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.2B | 225B | 3% |
| Annual Yield % from dividends | 2.40 | 1.27 | 189% |
| Returns for 1 year | 3.63 | 1.76 | 206% |
| Returns for 3 years | 11.92 | 8.00 | 149% |
| Returns for 5 years | N/A | 27.60 | - |
| Returns for 10 years | N/A | 38.50 | - |
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