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OAZBX vs RLBAX
OAZBX vs RLBAX Comparison
Open Charts OAZBX vs RLBAX
Oakmark Equity and Income R6
Price$37.47
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets6.24B
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
OAZBX vs RLBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. OAZBX (6.24B). OAZBX pays higher dividends than RLBAX: OAZBX (2.44) vs RLBAX (1.18). 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 : 11.93 vs. RLBAX (7.00).
| 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 | 5.748 | 7.651 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 252B | 2% |
| Annual Yield % from dividends | 2.44 | 1.18 | 207% |
| Returns for 1 year | 11.93 | 7.00 | 170% |
| Returns for 3 years | 36.70 | 32.45 | 113% |
| Returns for 5 years | N/A | 37.04 | - |
| Returns for 10 years | N/A | 58.01 | - |
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