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OAZBX vs RLBAX
OAZBX vs RLBAX Comparison
Open Charts OAZBX vs RLBAX
Oakmark Equity and Income R6
Price$38.46
Change+$0.35 (+0.92%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R1
Price$39.42
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
OAZBX vs RLBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. OAZBX (6.16B). OAZBX pays higher dividends than RLBAX: OAZBX (2.42) vs RLBAX (1.07). 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). 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). RLBAX annual gain was more profitable for investors over the last year : 8.90 vs. OAZBX (5.47).
| 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 | 9.252 | 16.307 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 269B | 2% |
| Annual Yield % from dividends | 2.42 | 1.07 | 227% |
| Returns for 1 year | 5.47 | 8.90 | 61% |
| Returns for 3 years | 32.54 | 37.89 | 86% |
| Returns for 5 years | N/A | 34.56 | - |
| Returns for 10 years | N/A | 67.44 | - |
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