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OAKBX vs RLEFX
OAKBX vs RLEFX Comparison
Open Charts OAKBX vs RLEFX
Oakmark Equity And Income Investor
Price$37.54
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.24B
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
OAKBX vs RLEFX Comparison Chart in %
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OAKBX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B vs. OAKBX (6.24B). OAKBX pays higher dividends than RLEFX: OAKBX (2.15) vs RLEFX (2.01). OAKBX was incepted earlier than RLEFX: OAKBX (30 years) vs RLEFX (10 years). OAKBX (0.85) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. OAKBX (38.00). OAKBX has a lower initial minimum investment than RLEFX: OAKBX (0) vs RLEFX (250). RLEFX (10.46) and OAKBX (10.07) have marching annual gain over last year. OAKBX return over 5 years is better than : 49.06 vs. RLEFX (40.77).
| OAKBX | RLEFX | OAKBX / RLEFX | |
| Total Expense Ratio | 0.85 | 0.39 | 218% |
| Annual Report Gross Expense Ratio | 0.85 | 0.39 | 218% |
| Fund Existence | 30 years | 10 years | - |
| Gain YTD | 5.610 | 9.133 | 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 | 2.01 | 107% |
| Returns for 1 year | 10.07 | 10.46 | 96% |
| Returns for 3 years | 32.81 | 35.42 | 93% |
| Returns for 5 years | 49.06 | 40.77 | 120% |
| Returns for 10 years | 30.22 | N/A | - |