Interact to see
Advertisement
Advertisement
OANBX vs RLBAX
OANBX vs RLBAX Comparison
Open Charts OANBX vs RLBAX
Oakmark Equity and Income Institutional
Price$36.54
Change-$0.34 (-0.92%)
VolumeN/A
Net Assets6.14B
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
OANBX vs RLBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OANBX vs. RLBAX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 244B vs. OANBX (6.14B). OANBX pays higher dividends than RLBAX: OANBX (2.35) vs RLBAX (1.23). 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 : 8.69 vs. RLBAX (4.45). OANBX return over 5 years is better than : 50.53 vs. RLBAX (34.05).
| OANBX | RLBAX | OANBX / RLBAX | |
| Total Expense Ratio | 0.59 | 1.31 | 45% |
| Annual Report Gross Expense Ratio | 0.59 | 1.31 | 45% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 2.404 | 4.085 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.14B | 244B | 3% |
| Annual Yield % from dividends | 2.35 | 1.23 | 191% |
| Returns for 1 year | 8.69 | 4.45 | 195% |
| Returns for 3 years | 32.18 | 30.02 | 107% |
| Returns for 5 years | 50.53 | 34.05 | 148% |
| Returns for 10 years | N/A | 51.23 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers