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OAZBX vs RLEFX
OAZBX vs RLEFX Comparison
Open Charts OAZBX vs RLEFX
Oakmark Equity and Income R6
Price$35.72
Change+$0.26 (+0.73%)
VolumeN/A
Net Assets6.01B
American Funds American Balanced R5E
Price$34.35
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
OAZBX vs RLEFX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 234B vs. OAZBX (6.01B). OAZBX pays higher dividends than RLEFX: OAZBX (2.45) vs RLEFX (2.17). OAZBX was incepted earlier than RLEFX: OAZBX (4 years) vs RLEFX (9 years). OAZBX (0.56) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. OAZBX (38.00). RLEFX has a lower initial minimum investment than OAZBX: RLEFX (250) vs OAZBX (1000000). RLEFX annual gain was more profitable for investors over the last year : 4.93 vs. OAZBX (4.39).
| OAZBX | RLEFX | OAZBX / RLEFX | |
| Total Expense Ratio | 0.56 | 0.39 | 144% |
| Annual Report Gross Expense Ratio | 0.56 | 0.39 | 144% |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | -0.586 | 0.504 | -116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.01B | 234B | 3% |
| Annual Yield % from dividends | 2.45 | 2.17 | 113% |
| Returns for 1 year | 4.39 | 4.93 | 89% |
| Returns for 3 years | 23.45 | 22.44 | 105% |
| Returns for 5 years | N/A | 37.87 | - |
| Returns for 10 years | N/A | N/A | - |
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