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OAZBX vs RLBGX
OAZBX vs RLBGX Comparison
Open Charts OAZBX vs RLBGX
Oakmark Equity and Income R6
Price$35.72
Change+$0.26 (+0.73%)
VolumeN/A
Net Assets6.01B
American Funds American Balanced R6
Price$34.40
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
OAZBX vs RLBGX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 234B vs. OAZBX (6.01B). OAZBX pays higher dividends than RLBGX: OAZBX (2.45) vs RLBGX (2.31). OAZBX was incepted earlier than RLBGX: OAZBX (4 years) vs RLBGX (16 years). OAZBX (0.56) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. OAZBX (38.00). RLBGX has a lower initial minimum investment than OAZBX: RLBGX (250) vs OAZBX (1000000). RLBGX annual gain was more profitable for investors over the last year : 5.09 vs. OAZBX (4.39).
| OAZBX | RLBGX | OAZBX / RLBGX | |
| Total Expense Ratio | 0.56 | 0.25 | 224% |
| Annual Report Gross Expense Ratio | 0.56 | 0.25 | 224% |
| Fund Existence | 4 years | 16 years | - |
| Gain YTD | -0.586 | 0.541 | -108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.01B | 234B | 3% |
| Annual Yield % from dividends | 2.45 | 2.31 | 106% |
| Returns for 1 year | 4.39 | 5.09 | 86% |
| Returns for 3 years | 23.45 | 22.88 | 103% |
| Returns for 5 years | N/A | 38.70 | - |
| Returns for 10 years | N/A | 53.65 | - |
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