OAZBX
Price
$37.49
Change
+$0.03 (+0.08%)
Updated
Jul 25 closing price
Net Assets
6.24B
RLBAX
Price
$36.83
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
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OAZBX vs RLBAX

Header iconOAZBX vs RLBAX Comparison
Open Charts OAZBX vs RLBAXBanner chart's image
Oakmark Equity and Income R6
Price$37.49
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.24B
American Funds American Balanced R1
Price$36.83
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
OAZBX vs RLBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 254B 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 : 10.38 vs. RLBAX (9.42).
OAZBXRLBAXOAZBX / RLBAX
Total Expense Ratio0.561.3143%
Annual Report Gross Expense Ratio0.561.3143%
Fund Existence5 years23 years-
Gain YTD5.8058.56568%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.24B254B2%
Annual Yield % from dividends2.441.18207%
Returns for 1 year10.389.42110%
Returns for 3 years33.6232.14105%
Returns for 5 yearsN/A35.28-
Returns for 10 yearsN/A58.06-
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