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OAZBX vs RLBAX
OAZBX vs RLBAX Comparison
Open Charts OAZBX vs RLBAX
Oakmark Equity and Income R6
Price$39.02
Change+$1.25 (+3.31%)
VolumeN/A
Net Assets6.18B
American Funds American Balanced R1
Price$37.99
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
OAZBX vs RLBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. OAZBX (6.18B). OAZBX pays higher dividends than RLBAX: OAZBX (2.44) vs RLBAX (1.22). OAZBX was incepted earlier than RLBAX: OAZBX (5 years) vs RLBAX (24 years). RLBAX (1.31) is less costly to investors than OAZBX (0.56). OAZBX is a more actively managed with annual turnover of: 69.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than OAZBX: RLBAX (250) vs OAZBX (1000000). RLBAX annual gain was more profitable for investors over the last year : 10.45 vs. OAZBX (8.64). OAZBX return over 5 years is better than : 33.28 vs. RLBAX (31.35).
| 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 | 24 years | - |
| Gain YTD | 0.103 | 2.371 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.18B | 270B | 2% |
| Annual Yield % from dividends | 2.44 | 1.22 | 201% |
| Returns for 1 year | 8.64 | 10.45 | 83% |
| Returns for 3 years | 31.35 | 33.63 | 93% |
| Returns for 5 years | 33.28 | 31.35 | 106% |
| Returns for 10 years | N/A | 79.34 | - |
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