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OAZBX vs RLBAX
OAZBX vs RLBAX Comparison
Open Charts OAZBX vs RLBAX
Oakmark Equity and Income R6
Price$36.12
Change-$0.14 (-0.39%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$35.82
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
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OAZBX vs RLBAX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 236B vs. OAZBX (6.53B). OAZBX pays higher dividends than RLBAX: OAZBX (3.05) vs RLBAX (1.59). OAZBX was incepted earlier than RLBAX: OAZBX (4 years) vs RLBAX (22 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). RLBAX annual gain was more profitable for investors over the last year : 20.05 vs. OAZBX (15.99).
| OAZBX | RLBAX | OAZBX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 22 years | - |
| Gain YTD | 7.845 | 12.125 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.53B | 236B | 3% |
| Annual Yield % from dividends | 3.05 | 1.59 | 192% |
| Returns for 1 year | 15.99 | 20.05 | 80% |
| Returns for 3 years | 4.62 | 10.53 | 44% |
| Returns for 5 years | N/A | 33.47 | - |
| Returns for 10 years | N/A | 44.81 | - |
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