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OAZBX vs RLBEX
OAZBX vs RLBEX Comparison
Open Charts OAZBX vs RLBEX
Oakmark Equity and Income R6
Price$35.72
Change+$0.26 (+0.73%)
VolumeN/A
Net Assets6.01B
American Funds American Balanced R4
Price$34.31
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
OAZBX vs RLBEX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 234B vs. OAZBX (6.01B). OAZBX pays higher dividends than RLBEX: OAZBX (2.45) vs RLBEX (1.98). OAZBX was incepted earlier than RLBEX: OAZBX (4 years) vs RLBEX (23 years). RLBEX (0.59) is less costly to investors than OAZBX (0.56). RLBEX is a more actively managed with annual turnover of: 44.00 vs. OAZBX (38.00). RLBEX has a lower initial minimum investment than OAZBX: RLBEX (250) vs OAZBX (1000000). RLBEX annual gain was more profitable for investors over the last year : 4.73 vs. OAZBX (4.39).
| OAZBX | RLBEX | OAZBX / RLBEX | |
| Total Expense Ratio | 0.56 | 0.59 | 95% |
| Annual Report Gross Expense Ratio | 0.56 | 0.59 | 95% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | -0.586 | 0.425 | -138% |
| 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 | 1.98 | 124% |
| Returns for 1 year | 4.39 | 4.73 | 93% |
| Returns for 3 years | 23.45 | 21.84 | 107% |
| Returns for 5 years | N/A | 36.69 | - |
| Returns for 10 years | N/A | 52.56 | - |
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