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OAZBX vs RLBEX
OAZBX vs RLBEX Comparison
Open Charts OAZBX vs RLBEX
Oakmark Equity and Income R6
Price$34.24
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets6.2B
American Funds American Balanced R4
Price$32.90
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
OAZBX vs RLBEX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 225B vs. OAZBX (6.2B). OAZBX pays higher dividends than RLBEX: OAZBX (2.40) vs RLBEX (1.97). OAZBX was incepted earlier than RLBEX: OAZBX (4 years) vs RLBEX (23 years). RLBEX (0.60) is less costly to investors than OAZBX (0.56). RLBEX is a more actively managed with annual turnover of: 171.00 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 : 3.63 vs. RLBEX (2.70).
| OAZBX | RLBEX | OAZBX / RLBEX | |
| Total Expense Ratio | 0.56 | 0.60 | 93% |
| Annual Report Gross Expense Ratio | 0.56 | 0.60 | 93% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | -4.286 | -3.468 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.2B | 225B | 3% |
| Annual Yield % from dividends | 2.40 | 1.97 | 122% |
| Returns for 1 year | 3.63 | 2.70 | 134% |
| Returns for 3 years | 11.92 | 10.23 | 117% |
| Returns for 5 years | N/A | 31.98 | - |
| Returns for 10 years | N/A | 47.47 | - |
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