OANBX
Price
$37.49
Change
+$0.02 (+0.05%)
Updated
Jul 25 closing price
Net Assets
6.24B
RLBAX
Price
$36.83
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
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OANBX vs RLBAX

Header iconOANBX vs RLBAX Comparison
Open Charts OANBX vs RLBAXBanner chart's image
Oakmark Equity and Income Institutional
Price$37.49
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets6.24B
American Funds American Balanced R1
Price$36.83
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
OANBX vs RLBAX Comparison Chart in %
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OANBX vs. RLBAX 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 OANBX is a StrongBuy and RLBAX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 254B vs. OANBX (6.24B). OANBX pays higher dividends than RLBAX: OANBX (2.41) vs RLBAX (1.18). OANBX was incepted earlier than RLBAX: OANBX (9 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than OANBX (0.59). RLBAX is a more actively managed with annual turnover of: 44.00 vs. OANBX (38.00). RLBAX has a lower initial minimum investment than OANBX: RLBAX (250) vs OANBX (250000). OANBX annual gain was more profitable for investors over the last year : 10.31 vs. RLBAX (9.42). OANBX return over 5 years is better than : 50.60 vs. RLBAX (35.28).
OANBXRLBAXOANBX / RLBAX
Total Expense Ratio0.591.3145%
Annual Report Gross Expense Ratio0.591.3145%
Fund Existence9 years23 years-
Gain YTD5.7568.56567%
Front LoadN/AN/A-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.24B254B2%
Annual Yield % from dividends2.411.18204%
Returns for 1 year10.319.42109%
Returns for 3 years33.5432.14104%
Returns for 5 years50.6035.28143%
Returns for 10 yearsN/A58.06-
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