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OAZBX vs RLBAX
OAZBX vs RLBAX Comparison
Open Charts OAZBX vs RLBAX
Oakmark Equity and Income R6
Price$36.54
Change-$0.34 (-0.92%)
VolumeN/A
Net Assets6.14B
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
OAZBX vs RLBAX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 244B vs. OAZBX (6.14B). OAZBX pays higher dividends than RLBAX: OAZBX (2.38) vs RLBAX (1.23). 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 : 8.73 vs. RLBAX (4.45).
| 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 | 2.442 | 4.085 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.14B | 244B | 3% |
| Annual Yield % from dividends | 2.38 | 1.23 | 194% |
| Returns for 1 year | 8.73 | 4.45 | 196% |
| Returns for 3 years | 32.29 | 30.02 | 108% |
| Returns for 5 years | N/A | 34.05 | - |
| Returns for 10 years | N/A | 51.23 | - |
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