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OAZBX vs RLBEX
OAZBX vs RLBEX Comparison
Open Charts OAZBX vs RLBEX
Oakmark Equity and Income R6
Price$38.11
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets6.29B
American Funds American Balanced R4
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
OAZBX vs RLBEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 258B vs. OAZBX (6.29B). OAZBX pays higher dividends than RLBEX: OAZBX (2.38) vs RLBEX (1.79). 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). RLBEX (9.94) and OAZBX (9.81) have marching annual gain over last year.
| 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 | 7.555 | 11.352 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.29B | 258B | 2% |
| Annual Yield % from dividends | 2.38 | 1.79 | 133% |
| Returns for 1 year | 9.81 | 9.94 | 99% |
| Returns for 3 years | 35.74 | 39.85 | 90% |
| Returns for 5 years | N/A | 39.68 | - |
| Returns for 10 years | N/A | 77.45 | - |