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OANBX vs RLBAX
OANBX vs RLBAX Comparison
Open Charts OANBX vs RLBAX
Oakmark Equity and Income Institutional
Price$38.46
Change+$0.35 (+0.92%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R1
Price$39.42
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
OANBX vs RLBAX Comparison Chart in %
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OANBX vs. RLBAX commentary
Dec 04, 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 Buy and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. OANBX (6.16B). OANBX pays higher dividends than RLBAX: OANBX (2.38) vs RLBAX (1.07). 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). 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). RLBAX annual gain was more profitable for investors over the last year : 8.44 vs. OANBX (4.11). RLBAX (34.78) and OANBX (33.88) have equivalent 5 years return.
| 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 | 8.170 | 15.776 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 269B | 2% |
| Annual Yield % from dividends | 2.38 | 1.07 | 224% |
| Returns for 1 year | 4.11 | 8.44 | 49% |
| Returns for 3 years | 31.25 | 37.26 | 84% |
| Returns for 5 years | 33.88 | 34.78 | 97% |
| Returns for 10 years | N/A | 66.67 | - |
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