Interact to see
Advertisement
Advertisement
OAZBX vs RLBAX
OAZBX vs RLBAX Comparison
Open Charts OAZBX vs RLBAX
Oakmark Equity and Income R6
Price$38.15
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets6.29B
American Funds American Balanced R1
Price$37.74
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
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: 259B vs. OAZBX (6.29B). OAZBX pays higher dividends than RLBAX: OAZBX (2.38) vs RLBAX (1.15). 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 (11.02) and RLBAX (10.89) have marching annual gain over last year.
| 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 | 7.667 | 11.248 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.29B | 259B | 2% |
| Annual Yield % from dividends | 2.38 | 1.15 | 207% |
| Returns for 1 year | 11.02 | 10.89 | 101% |
| Returns for 3 years | 32.05 | 34.52 | 93% |
| Returns for 5 years | N/A | 36.32 | - |
| Returns for 10 years | N/A | 68.88 | - |
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 % |
| RYVLX | 648.38 | 5.92 | +0.92% |
| Rydex NASDAQ-100® 2x Strategy A | |||
| MFLDX | 26.01 | 0.09 | +0.35% |
| Cromwell Long Short Institutional | |||
| EKSCX | 6.47 | 0.02 | +0.31% |
| Allspring Diversified Income Bldr C | |||
| HDGBX | 21.56 | -0.04 | -0.19% |
| Hartford Dividend and Growth HLS IB | |||
| VMVAX | 89.28 | -0.21 | -0.23% |
| Vanguard Mid-Cap Value Index Admiral | |||