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OAKBX vs RLBAX
OAKBX vs RLBAX Comparison
Open Charts OAKBX vs RLBAX
Oakmark Equity And Income Investor
Price$39.47
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R1
Price$37.31
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
OAKBX vs RLBAX Comparison Chart in %
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OAKBX vs. RLBAX commentary
Dec 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. OAKBX (6.16B). OAKBX pays higher dividends than RLBAX: OAKBX (2.13) vs RLBAX (1.07). 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). OAKBX annual gain was more profitable for investors over the last year : 10.72 vs. RLBAX (8.49). OAKBX return over 5 years is better than : 39.62 vs. RLBAX (30.80).
| 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 | 11.681 | 10.082 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 269B | 2% |
| Annual Yield % from dividends | 2.13 | 1.07 | 199% |
| Returns for 1 year | 10.72 | 8.49 | 126% |
| Returns for 3 years | 42.79 | 35.20 | 122% |
| Returns for 5 years | 39.62 | 30.80 | 129% |
| Returns for 10 years | 52.03 | 65.43 | 80% |
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