Interact to see
Advertisement
Advertisement
OAZBX vs RLBAX
OAZBX vs RLBAX Comparison
Open Charts OAZBX vs RLBAX
Oakmark Equity and Income R6
Price$37.63
Change-$0.25 (-0.66%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R1
Price$38.66
Change-$0.48 (-1.23%)
VolumeN/A
Net Assets268.67B
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: 269B vs. OAZBX (6.16B). OAZBX pays higher dividends than RLBAX: OAZBX (2.44) vs RLBAX (1.08). 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 : 7.89 vs. OAZBX (4.25).
| 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 | 6.895 | 14.065 | 49% |
| 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 | 2.44 | 1.08 | 225% |
| Returns for 1 year | 4.25 | 7.89 | 54% |
| Returns for 3 years | 32.65 | 39.62 | 82% |
| Returns for 5 years | N/A | 35.24 | - |
| Returns for 10 years | N/A | 66.41 | - |