Interact to see
Advertisement
Advertisement
OAKBX vs RLBAX
OAKBX vs RLBAX Comparison
Open Charts OAKBX vs RLBAX
Oakmark Equity And Income Investor
Price$37.68
Change-$0.24 (-0.63%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R1
Price$38.66
Change-$0.48 (-1.23%)
VolumeN/A
Net Assets268.67B
OAKBX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OAKBX vs. RLBAX commentary
Nov 14, 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: 269B vs. OAKBX (6.16B). OAKBX pays higher dividends than RLBAX: OAKBX (2.15) vs RLBAX (1.08). 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 : 9.08 vs. OAKBX (4.74). RLBAX (36.92) and OAKBX (36.67) 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 | 23 years | - |
| Gain YTD | 7.295 | 15.481 | 47% |
| 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 | 2.15 | 1.08 | 198% |
| Returns for 1 year | 4.74 | 9.08 | 52% |
| Returns for 3 years | 31.59 | 40.52 | 78% |
| Returns for 5 years | 36.67 | 36.92 | 99% |
| Returns for 10 years | 38.24 | 69.99 | 55% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement