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OAKBX vs RAMHX
OAKBX vs RAMHX Comparison
Open Charts OAKBX vs RAMHX
Oakmark Equity And Income Investor
Price$37.54
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.24B
American Funds American Balanced R2E
Price$36.99
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
OAKBX vs RAMHX Comparison Chart in %
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OAKBX vs. RAMHX commentary
Jul 27, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OAKBX is a StrongBuy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 254B vs. OAKBX (6.24B). OAKBX pays higher dividends than RAMHX: OAKBX (2.15) vs RAMHX (1.43). OAKBX was incepted earlier than RAMHX: OAKBX (30 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than OAKBX (0.85). RAMHX is a more actively managed with annual turnover of: 44.00 vs. OAKBX (38.00). OAKBX has a lower initial minimum investment than RAMHX: OAKBX (0) vs RAMHX (250). OAKBX (10.07) and RAMHX (9.75) have marching annual gain over last year. OAKBX return over 5 years is better than : 49.06 vs. RAMHX (36.97).
| OAKBX | RAMHX | OAKBX / RAMHX | |
| Total Expense Ratio | 0.85 | 1.04 | 82% |
| Annual Report Gross Expense Ratio | 0.85 | 1.04 | 82% |
| Fund Existence | 30 years | 11 years | - |
| Gain YTD | 5.610 | 8.742 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 254B | 2% |
| Annual Yield % from dividends | 2.15 | 1.43 | 150% |
| Returns for 1 year | 10.07 | 9.75 | 103% |
| Returns for 3 years | 32.81 | 33.15 | 99% |
| Returns for 5 years | 49.06 | 36.97 | 133% |
| Returns for 10 years | 30.22 | 60.29 | 50% |
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