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OAZBX vs RLBEX
OAZBX vs RLBEX Comparison
Open Charts OAZBX vs RLBEX
Oakmark Equity and Income R6
Price$37.52
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R4
Price$37.38
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
OAZBX vs RLBEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 256B vs. OAZBX (6.16B). OAZBX pays higher dividends than RLBEX: OAZBX (2.45) vs RLBEX (1.81). OAZBX was incepted earlier than RLBEX: OAZBX (5 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). OAZBX annual gain was more profitable for investors over the last year : 9.15 vs. RLBEX (7.95).
| OAZBX | RLBEX | OAZBX / RLBEX | |
| Total Expense Ratio | 0.56 | 0.59 | 95% |
| Annual Report Gross Expense Ratio | 0.56 | 0.59 | 95% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 5.889 | 9.737 | 60% |
| 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 | 1.81 | 135% |
| Returns for 1 year | 9.15 | 7.95 | 115% |
| Returns for 3 years | 25.41 | 29.52 | 86% |
| Returns for 5 years | N/A | 37.99 | - |
| Returns for 10 years | N/A | 68.32 | - |
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