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OAZBX vs RLBEX
OAZBX vs RLBEX Comparison
Open Charts OAZBX vs RLBEX
Oakmark Equity and Income R6
Price$38.15
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets6.29B
American Funds American Balanced R4
Price$38.08
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
OAZBX vs RLBEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 259B vs. OAZBX (6.29B). OAZBX pays higher dividends than RLBEX: OAZBX (2.38) vs RLBEX (1.79). OAZBX was incepted earlier than RLBEX: OAZBX (5 years) vs RLBEX (23 years). RLBEX (0.59) is less costly to investors than OAZBX (0.56). RLBEX is a more actively managed with annual turnover of: 44.00 vs. OAZBX (38.00). RLBEX has a lower initial minimum investment than OAZBX: RLBEX (250) vs OAZBX (1000000). RLBEX annual gain was more profitable for investors over the last year : 11.71 vs. OAZBX (11.02).
| OAZBX | RLBEX | OAZBX / RLBEX | |
| Total Expense Ratio | 0.56 | 0.59 | 95% |
| Annual Report Gross Expense Ratio | 0.56 | 0.59 | 95% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 7.667 | 11.792 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.29B | 259B | 2% |
| Annual Yield % from dividends | 2.38 | 1.79 | 133% |
| Returns for 1 year | 11.02 | 11.71 | 94% |
| Returns for 3 years | 32.05 | 37.13 | 86% |
| Returns for 5 years | N/A | 40.62 | - |
| Returns for 10 years | N/A | 78.67 | - |
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