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OANBX vs RLBAX
OANBX vs RLBAX Comparison
Open Charts OANBX vs RLBAX
Oakmark Equity and Income Institutional
Price$39.03
Change+$1.25 (+3.31%)
VolumeN/A
Net Assets6.18B
American Funds American Balanced R1
Price$37.99
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
OANBX vs RLBAX Comparison Chart in %
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OANBX vs. RLBAX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. OANBX (6.18B). OANBX pays higher dividends than RLBAX: OANBX (2.41) vs RLBAX (1.22). OANBX was incepted earlier than RLBAX: OANBX (9 years) vs RLBAX (24 years). RLBAX (1.31) is less costly to investors than OANBX (0.59). OANBX is a more actively managed with annual turnover of: 69.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than OANBX: RLBAX (250) vs OANBX (250000). RLBAX annual gain was more profitable for investors over the last year : 10.45 vs. OANBX (8.63). OANBX return over 5 years is better than : 33.14 vs. RLBAX (31.35).
| 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 | 24 years | - |
| Gain YTD | 0.103 | 2.371 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.18B | 270B | 2% |
| Annual Yield % from dividends | 2.41 | 1.22 | 198% |
| Returns for 1 year | 8.63 | 10.45 | 83% |
| Returns for 3 years | 31.25 | 33.63 | 93% |
| Returns for 5 years | 33.14 | 31.35 | 106% |
| Returns for 10 years | N/A | 79.34 | - |
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