Ad is loading...
OAZBX vs RLBEX
OAZBX vs RLBEX Comparison
Open Charts OAZBX vs RLBEX
Oakmark Equity and Income R6
Price$37.01
Change-$0.17 (-0.46%)
VolumeN/A
Net Assets6.32B
American Funds American Balanced R4
Price$35.26
Change-$0.07 (-0.20%)
VolumeN/A
Net Assets242.69B
OAZBX vs RLBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 243B vs. OAZBX (6.32B). 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 : 13.22 vs. RLBEX (12.05).
| 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 | 3.594 | 3.093 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 243B | 3% |
| Annual Yield % from dividends | 3.05 | 2.24 | 136% |
| Returns for 1 year | 13.22 | 12.05 | 110% |
| Returns for 3 years | 16.11 | 14.68 | 110% |
| Returns for 5 years | N/A | 33.82 | - |
| Returns for 10 years | N/A | 59.61 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...