Ad is loading...
OAZBX vs RLBAX
OAZBX vs RLBAX Comparison
Open Charts OAZBX vs RLBAX
Oakmark Equity and Income R6
Price$35.72
Change+$0.26 (+0.73%)
VolumeN/A
Net Assets6.01B
American Funds American Balanced R1
Price$34.02
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
OAZBX vs RLBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 234B vs. OAZBX (6.01B). OAZBX pays higher dividends than RLBAX: OAZBX (2.45) vs RLBAX (1.28). OAZBX was incepted earlier than RLBAX: OAZBX (4 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 : 4.39 vs. RLBAX (3.92).
| OAZBX | RLBAX | OAZBX / RLBAX | |
| Total Expense Ratio | 0.56 | 1.31 | 43% |
| Annual Report Gross Expense Ratio | 0.56 | 1.31 | 43% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | -0.586 | 0.154 | -379% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.01B | 234B | 3% |
| Annual Yield % from dividends | 2.45 | 1.28 | 192% |
| Returns for 1 year | 4.39 | 3.92 | 112% |
| Returns for 3 years | 23.45 | 19.69 | 119% |
| Returns for 5 years | N/A | 32.45 | - |
| Returns for 10 years | N/A | 44.47 | - |