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OAKBX vs RLBAX
OAKBX vs RLBAX Comparison
Open Charts OAKBX vs RLBAX
Oakmark Equity And Income Investor
Price$37.81
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets6.24B
American Funds American Balanced R1
Price$38.62
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
OAKBX vs RLBAX Comparison Chart in %
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OAKBX vs. RLBAX commentary
Oct 19, 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 Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 265B vs. OAKBX (6.24B). OAKBX pays higher dividends than RLBAX: OAKBX (2.14) vs RLBAX (1.10). OAKBX was incepted earlier than RLBAX: OAKBX (30 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than OAKBX (0.85). RLBAX is a more actively managed with annual turnover of: 44.00 vs. OAKBX (38.00). OAKBX has a lower initial minimum investment than RLBAX: OAKBX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 7.84 vs. OAKBX (6.30). OAKBX return over 5 years is better than : 43.96 vs. RLBAX (37.69).
| OAKBX | RLBAX | OAKBX / RLBAX | |
| Total Expense Ratio | 0.85 | 1.31 | 65% |
| Annual Report Gross Expense Ratio | 0.85 | 1.31 | 65% |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | 6.984 | 13.947 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 265B | 2% |
| Annual Yield % from dividends | 2.14 | 1.10 | 194% |
| Returns for 1 year | 6.30 | 7.84 | 80% |
| Returns for 3 years | 39.13 | 47.39 | 83% |
| Returns for 5 years | 43.96 | 37.69 | 117% |
| Returns for 10 years | 35.84 | 67.66 | 53% |
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