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OAKBX vs RLBGX
OAKBX vs RLBGX Comparison
Open Charts OAKBX vs RLBGX
Oakmark Equity And Income Investor
Price$37.54
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.24B
American Funds American Balanced R6
Price$37.23
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
OAKBX vs RLBGX Comparison Chart in %
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OAKBX vs. RLBGX commentary
Jul 27, 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 StrongBuy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 254B vs. OAKBX (6.24B). OAKBX (2.15) and RLBGX (2.15) have matching dividends . OAKBX was incepted earlier than RLBGX: OAKBX (30 years) vs RLBGX (16 years). OAKBX (0.85) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. OAKBX (38.00). OAKBX has a lower initial minimum investment than RLBGX: OAKBX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 10.64 vs. OAKBX (10.07). OAKBX return over 5 years is better than : 49.06 vs. RLBGX (41.65).
| OAKBX | RLBGX | OAKBX / RLBGX | |
| Total Expense Ratio | 0.85 | 0.25 | 340% |
| Annual Report Gross Expense Ratio | 0.85 | 0.25 | 340% |
| Fund Existence | 30 years | 16 years | - |
| Gain YTD | 5.610 | 9.228 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 254B | 2% |
| Annual Yield % from dividends | 2.15 | 2.15 | 100% |
| Returns for 1 year | 10.07 | 10.64 | 95% |
| Returns for 3 years | 32.81 | 35.96 | 91% |
| Returns for 5 years | 49.06 | 41.65 | 118% |
| Returns for 10 years | 30.22 | 68.54 | 44% |
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