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OAZBX vs RLBEX
OAZBX vs RLBEX Comparison
Open Charts OAZBX vs RLBEX
Oakmark Equity and Income R6
Price$39.02
Change+$1.25 (+3.31%)
VolumeN/A
Net Assets6.18B
American Funds American Balanced R4
Price$38.28
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
OAZBX vs RLBEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 270B vs. OAZBX (6.18B). OAZBX pays higher dividends than RLBEX: OAZBX (2.44) vs RLBEX (1.87). OAZBX was incepted earlier than RLBEX: OAZBX (5 years) vs RLBEX (24 years). RLBEX (0.59) is less costly to investors than OAZBX (0.56). OAZBX is a more actively managed with annual turnover of: 69.00 vs. RLBEX (44.00). 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 : 11.32 vs. OAZBX (8.64). RLBEX return over 5 years is better than : 35.56 vs. OAZBX (33.28).
| 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 | 24 years | - |
| Gain YTD | 0.103 | 2.459 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.18B | 270B | 2% |
| Annual Yield % from dividends | 2.44 | 1.87 | 130% |
| Returns for 1 year | 8.64 | 11.32 | 76% |
| Returns for 3 years | 31.35 | 36.71 | 85% |
| Returns for 5 years | 33.28 | 35.56 | 94% |
| Returns for 10 years | N/A | 90.55 | - |
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