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OAZBX vs RLBAX
OAZBX vs RLBAX Comparison
Open Charts OAZBX vs RLBAX
Oakmark Equity and Income R6
Price$37.52
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
OAZBX vs RLBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. OAZBX (6.16B). OAZBX pays higher dividends than RLBAX: OAZBX (2.45) vs RLBAX (1.17). 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 annual gain was more profitable for investors over the last year : 9.15 vs. RLBAX (7.15).
| 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 | 5.889 | 9.243 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 256B | 2% |
| Annual Yield % from dividends | 2.45 | 1.17 | 210% |
| Returns for 1 year | 9.15 | 7.15 | 128% |
| Returns for 3 years | 25.41 | 27.06 | 94% |
| Returns for 5 years | N/A | 33.77 | - |
| Returns for 10 years | N/A | 59.12 | - |
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