Interact to see
Advertisement
Advertisement
OAZBX vs RLBAX
OAZBX vs RLBAX Comparison
Open Charts OAZBX vs RLBAX
Oakmark Equity and Income R6
Price$37.49
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.24B
American Funds American Balanced R1
Price$36.83
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
OAZBX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 254B vs. OAZBX (6.24B). OAZBX pays higher dividends than RLBAX: OAZBX (2.44) vs RLBAX (1.18). OAZBX was incepted earlier than RLBAX: OAZBX (5 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than OAZBX (0.56). RLBAX is a more actively managed with annual turnover of: 44.00 vs. OAZBX (38.00). RLBAX has a lower initial minimum investment than OAZBX: RLBAX (250) vs OAZBX (1000000). OAZBX annual gain was more profitable for investors over the last year : 10.38 vs. RLBAX (9.42).
| OAZBX | RLBAX | OAZBX / RLBAX | |
| Total Expense Ratio | 0.56 | 1.31 | 43% |
| Annual Report Gross Expense Ratio | 0.56 | 1.31 | 43% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 5.805 | 8.565 | 68% |
| 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 | 254B | 2% |
| Annual Yield % from dividends | 2.44 | 1.18 | 207% |
| Returns for 1 year | 10.38 | 9.42 | 110% |
| Returns for 3 years | 33.62 | 32.14 | 105% |
| Returns for 5 years | N/A | 35.28 | - |
| Returns for 10 years | N/A | 58.06 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FKALX | 52.53 | 0.59 | +1.14% |
| Federated Hermes Kaufmann Small Cap R6 | |||
| BAFFX | 44.39 | 0.31 | +0.70% |
| Brown Advisory Flexible Equity Inst | |||
| PGIIX | 27.85 | 0.18 | +0.65% |
| Polen Global Growth Institutional | |||
| GSFTX | 35.64 | 0.10 | +0.28% |
| Columbia Dividend Income Inst | |||
| GGSYX | 17.29 | 0.03 | +0.17% |
| Grandeur Peak Global Stalwarts Instl | |||