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OAZBX vs RLBAX
OAZBX vs RLBAX Comparison
Open Charts OAZBX vs RLBAX
Oakmark Equity and Income R6
Price$36.93
Change-$0.33 (-0.89%)
VolumeN/A
Net Assets6.44B
American Funds American Balanced R1
Price$34.53
Change-$0.33 (-0.95%)
VolumeN/A
Net Assets241.5B
OAZBX vs RLBAX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 242B vs. OAZBX (6.44B). OAZBX pays higher dividends than RLBAX: OAZBX (3.05) vs RLBAX (1.59). OAZBX was incepted earlier than RLBAX: OAZBX (4 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. OAZBX (45.00). 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 : 12.07 vs. RLBAX (7.91).
| OAZBX | RLBAX | OAZBX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | 3.817 | 2.499 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.44B | 242B | 3% |
| Annual Yield % from dividends | 3.05 | 1.59 | 192% |
| Returns for 1 year | 12.07 | 7.91 | 153% |
| Returns for 3 years | 19.15 | 14.75 | 130% |
| Returns for 5 years | N/A | 34.20 | - |
| Returns for 10 years | N/A | 46.68 | - |
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