Interact to see
Advertisement
Advertisement
OAZBX vs RLBAX
OAZBX vs RLBAX Comparison
Open Charts OAZBX vs RLBAX
Oakmark Equity and Income R6
Price$37.76
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets6.24B
American Funds American Balanced R1
Price$38.62
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
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: 266B vs. OAZBX (6.24B). OAZBX pays higher dividends than RLBAX: OAZBX (2.44) vs RLBAX (1.10). 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). RLBAX annual gain was more profitable for investors over the last year : 7.84 vs. OAZBX (6.63).
| 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 | 7.264 | 13.947 | 52% |
| 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 | 266B | 2% |
| Annual Yield % from dividends | 2.44 | 1.10 | 221% |
| Returns for 1 year | 6.63 | 7.84 | 85% |
| Returns for 3 years | 39.99 | 47.39 | 84% |
| Returns for 5 years | N/A | 37.69 | - |
| Returns for 10 years | N/A | 67.66 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers