OANBX
Price
$37.47
Change
+$0.05 (+0.13%)
Updated
Jul 3 closing price
Net Assets
6.24B
RLBAX
Price
$36.52
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
Interact to see
Advertisement

OANBX vs RLBAX

Header iconOANBX vs RLBAX Comparison
Open Charts OANBX vs RLBAXBanner chart's image
Oakmark Equity and Income Institutional
Price$37.47
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets6.24B
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
OANBX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
OANBX vs. RLBAX commentary
Jul 07, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B 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 : 11.86 vs. RLBAX (7.00). OANBX return over 5 years is better than : 55.61 vs. RLBAX (37.04).
OANBXRLBAXOANBX / RLBAX
Total Expense Ratio0.591.3145%
Annual Report Gross Expense Ratio0.591.3145%
Fund Existence9 years23 years-
Gain YTD5.7007.65174%
Front LoadN/AN/A-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.24B252B2%
Annual Yield % from dividends2.411.18204%
Returns for 1 year11.867.00169%
Returns for 3 years36.6232.45113%
Returns for 5 years55.6137.04150%
Returns for 10 yearsN/A58.01-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
OPEN0.610.04
+7.74%
Opendoor Technologies
CLH234.153.81
+1.65%
Clean Harbors
MREO2.87N/A
N/A
Mereo BioPharma Group plc
PTIX3.46-0.02
-0.57%
Protagenic Therapeutics Inc
PET0.17-0.01
-3.51%
Wag! Group Co