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OAZBX vs RLBEX
OAZBX vs RLBEX Comparison
Open Charts OAZBX vs RLBEX
Oakmark Equity and Income R6
Price$36.93
Change-$0.33 (-0.89%)
VolumeN/A
Net Assets6.44B
American Funds American Balanced R4
Price$34.84
Change-$0.33 (-0.94%)
VolumeN/A
Net Assets241.5B
OAZBX vs RLBEX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 242B vs. OAZBX (6.44B). OAZBX pays higher dividends than RLBEX: OAZBX (3.05) vs RLBEX (2.24). OAZBX was incepted earlier than RLBEX: OAZBX (4 years) vs RLBEX (23 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. OAZBX (45.00). RLBEX has a lower initial minimum investment than OAZBX: RLBEX (250) vs OAZBX (1000000). OAZBX annual gain was more profitable for investors over the last year : 12.07 vs. RLBEX (8.74).
| OAZBX | RLBEX | OAZBX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | 3.817 | 2.626 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.44B | 242B | 3% |
| Annual Yield % from dividends | 3.05 | 2.24 | 136% |
| Returns for 1 year | 12.07 | 8.74 | 138% |
| Returns for 3 years | 19.15 | 16.66 | 115% |
| Returns for 5 years | N/A | 38.43 | - |
| Returns for 10 years | N/A | 54.67 | - |
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