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OAZBX vs RLBFX
OAZBX vs RLBFX Comparison
Open Charts OAZBX vs RLBFX
Oakmark Equity and Income R6
Price$36.54
Change-$0.34 (-0.92%)
VolumeN/A
Net Assets6.14B
American Funds American Balanced R5
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
OAZBX vs RLBFX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 244B vs. OAZBX (6.14B). OAZBX pays higher dividends than RLBFX: OAZBX (2.38) vs RLBFX (2.18). 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). OAZBX annual gain was more profitable for investors over the last year : 8.73 vs. RLBFX (5.61).
| 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 | 2.442 | 4.560 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.14B | 244B | 3% |
| Annual Yield % from dividends | 2.38 | 2.18 | 109% |
| Returns for 1 year | 8.73 | 5.61 | 156% |
| Returns for 3 years | 32.29 | 33.66 | 96% |
| Returns for 5 years | N/A | 40.09 | - |
| Returns for 10 years | N/A | 60.51 | - |
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