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OAZBX vs RLBAX
OAZBX vs RLBAX Comparison
Open Charts OAZBX vs RLBAX
Oakmark Equity and Income R6
Price$38.19
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets6.24B
American Funds American Balanced R1
Price$38.59
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
OAZBX vs RLBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 266B vs. OAZBX (6.24B). OAZBX pays higher dividends than RLBAX: OAZBX (2.44) vs RLBAX (1.10). 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 (9.44) and RLBAX (8.99) have marching annual gain over last year.
| 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 | 8.485 | 13.858 | 61% |
| 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 | 266B | 2% |
| Annual Yield % from dividends | 2.44 | 1.10 | 221% |
| Returns for 1 year | 9.44 | 8.99 | 105% |
| Returns for 3 years | 40.38 | 44.14 | 91% |
| Returns for 5 years | N/A | 40.51 | - |
| Returns for 10 years | N/A | 70.61 | - |
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