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OAZBX vs RLBEX
OAZBX vs RLBEX Comparison
Open Charts OAZBX vs RLBEX
Oakmark Equity and Income R6
Price$36.18
Change+$0.27 (+0.75%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$34.29
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
OAZBX vs RLBEX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 236B vs. OAZBX (6.64B). 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). RLBEX (10.16) and OAZBX (9.71) have marching annual gain over last year.
| 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 | 9.259 | 9.540 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.64B | 236B | 3% |
| Annual Yield % from dividends | 3.05 | 2.24 | 136% |
| Returns for 1 year | 9.71 | 10.16 | 96% |
| Returns for 3 years | 13.12 | 9.41 | 139% |
| Returns for 5 years | N/A | 29.92 | - |
| Returns for 10 years | N/A | 53.17 | - |
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