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OAZBX vs RLBEX
OAZBX vs RLBEX Comparison
Open Charts OAZBX vs RLBEX
Oakmark Equity and Income R6
Price$38.19
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets6.24B
American Funds American Balanced R4
Price$38.90
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.73B
OAZBX vs RLBEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 266B vs. OAZBX (6.24B). OAZBX pays higher dividends than RLBEX: OAZBX (2.44) vs RLBEX (1.74). 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 (9.85) and OAZBX (9.44) 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 | 8.485 | 14.513 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 266B | 2% |
| Annual Yield % from dividends | 2.44 | 1.74 | 140% |
| Returns for 1 year | 9.44 | 9.85 | 96% |
| Returns for 3 years | 40.38 | 47.24 | 85% |
| Returns for 5 years | N/A | 45.00 | - |
| Returns for 10 years | N/A | 80.90 | - |
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