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OAZBX vs RLBFX
OAZBX vs RLBFX Comparison
Open Charts OAZBX vs RLBFX
Oakmark Equity and Income R6
Price$38.15
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets6.29B
American Funds American Balanced R5
Price$38.24
Change+$0.16 (+0.42%)
VolumeN/A
Net Assets259.11B
OAZBX vs RLBFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 259B vs. OAZBX (6.29B). OAZBX pays higher dividends than RLBFX: OAZBX (2.38) vs RLBFX (2.05). OAZBX was incepted earlier than RLBFX: OAZBX (5 years) vs RLBFX (23 years). OAZBX (0.56) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. OAZBX (38.00). RLBFX has a lower initial minimum investment than OAZBX: RLBFX (250) vs OAZBX (1000000). RLBFX annual gain was more profitable for investors over the last year : 12.08 vs. OAZBX (11.02).
| OAZBX | RLBFX | OAZBX / RLBFX | |
| Total Expense Ratio | 0.56 | 0.29 | 193% |
| Annual Report Gross Expense Ratio | 0.56 | 0.29 | 193% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 7.667 | 12.031 | 64% |
| 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 | 2.05 | 116% |
| Returns for 1 year | 11.02 | 12.08 | 91% |
| Returns for 3 years | 32.05 | 38.23 | 84% |
| Returns for 5 years | N/A | 42.44 | - |
| Returns for 10 years | N/A | 79.68 | - |
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