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OAZBX vs RLBAX
OAZBX vs RLBAX Comparison
Open Charts OAZBX vs RLBAX
Oakmark Equity and Income R6
Price$39.44
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R1
Price$37.31
Change+$0.03 (+0.08%)
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). 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). OAZBX annual gain was more profitable for investors over the last year : 11.04 vs. RLBAX (8.49). OAZBX return over 5 years is better than : 41.27 vs. RLBAX (30.80).
| 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 | 12.036 | 10.082 | 119% |
| 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 | 11.04 | 8.49 | 130% |
| Returns for 3 years | 44.01 | 35.20 | 125% |
| Returns for 5 years | 41.27 | 30.80 | 134% |
| Returns for 10 years | N/A | 65.43 | - |
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