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Compare funds: Oakmark Equity & Income I (OAKBX) Fund, American Funds American Balanced R6 (RLBGX) Fund

See details behind Oakmark Equity & Income I (OAKBX) Fund and American Funds American Balanced R6 (RLBGX) Fund

Oakmark Equity & Income IAmerican Funds American Balanced R6
Fund Mojo Score0.540.81
Fund Manager Tenure20.6 years19.5 years
Fund CategoryAllocation--50% to 70% EquityAllocation--50% to 70% Equity
Fund Management Fee0.75%0.29%
Additional 12b1 marketing Fee0%0%
Fund Load0% (front), 0% (back)0% (front), 0% (back)
Fund Initial Investment1,000250
Fund Turnover25.00%82.00%
Fund Year-to-Date Performance2.07%3.61%
Fund One-Year Performance-5.01%3.32%
Fund Three-Year Performance6.04%8.28%
Fund Five-Year Performance5.94%9.60%
Click here for details on Oakmark Equity & Income I (OAKBX)Click here for details on American Funds American Balanced R6 (RLBGX)