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OAKBX vs RLBAX
OAKBX vs RLBAX Comparison
Open Charts OAKBX vs RLBAX
Oakmark Equity And Income Investor
Price$39.07
Change+$1.24 (+3.28%)
VolumeN/A
Net Assets6.18B
American Funds American Balanced R1
Price$37.99
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
OAKBX vs RLBAX Comparison Chart in %
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OAKBX vs. RLBAX commentary
Feb 04, 2026
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 RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. OAKBX (6.18B). OAKBX pays higher dividends than RLBAX: OAKBX (2.15) vs RLBAX (1.22). OAKBX was incepted earlier than RLBAX: OAKBX (30 years) vs RLBAX (24 years). RLBAX (1.31) is less costly to investors than OAKBX (0.85). OAKBX is a more actively managed with annual turnover of: 69.00 vs. RLBAX (44.00). 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 : 10.45 vs. OAKBX (8.34). OAKBX (31.74) and RLBAX (31.35) have equivalent 5 years return.
| 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 | 24 years | - |
| Gain YTD | 0.077 | 2.371 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.18B | 270B | 2% |
| Annual Yield % from dividends | 2.15 | 1.22 | 177% |
| Returns for 1 year | 8.34 | 10.45 | 80% |
| Returns for 3 years | 30.18 | 33.63 | 90% |
| Returns for 5 years | 31.74 | 31.35 | 101% |
| Returns for 10 years | 62.01 | 79.34 | 78% |
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