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OAZBX vs RLBAX
OAZBX vs RLBAX Comparison
Open Charts OAZBX vs RLBAX
Oakmark Equity and Income R6
Price$36.18
Change+$0.27 (+0.75%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$34.04
Change+$0.26 (+0.77%)
VolumeN/A
CapitalizationN/A
OAZBX vs RLBAX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 236B vs. OAZBX (6.64B). 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 (9.71) and RLBAX (9.35) have marching annual gain over last year.
| 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 | 9.259 | 8.731 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.64B | 236B | 3% |
| Annual Yield % from dividends | 3.05 | 1.59 | 192% |
| Returns for 1 year | 9.71 | 9.35 | 104% |
| Returns for 3 years | 13.12 | 7.62 | 172% |
| Returns for 5 years | N/A | 25.98 | - |
| Returns for 10 years | N/A | 45.31 | - |
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