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OAKBX vs RLBAX
OAKBX vs RLBAX Comparison
Open Charts OAKBX vs RLBAX
Oakmark Equity And Income Investor
Price$38.15
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets6.29B
American Funds American Balanced R1
Price$37.59
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
OAKBX vs RLBAX Comparison Chart in %
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OAKBX vs. RLBAX commentary
Sep 09, 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 259B vs. OAKBX (6.29B). OAKBX pays higher dividends than RLBAX: OAKBX (2.09) vs RLBAX (1.15). 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). OAKBX (9.50) and RLBAX (9.12) have marching annual gain over last year. OAKBX return over 5 years is better than : 45.90 vs. RLBAX (35.40).
| 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 | 7.326 | 10.805 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.29B | 259B | 2% |
| Annual Yield % from dividends | 2.09 | 1.15 | 182% |
| Returns for 1 year | 9.50 | 9.12 | 104% |
| Returns for 3 years | 34.92 | 37.15 | 94% |
| Returns for 5 years | 45.90 | 35.40 | 130% |
| Returns for 10 years | 37.83 | 67.71 | 56% |
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