Interact to see
Advertisement
Advertisement
OANBX vs RLBCX
OANBX vs RLBCX Comparison
Open Charts OANBX vs RLBCX
Oakmark Equity and Income Institutional
Price$36.54
Change-$0.34 (-0.92%)
VolumeN/A
Net Assets6.14B
American Funds American Balanced R3
Price$35.41
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
OANBX vs RLBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OANBX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 244B vs. OANBX (6.14B). OANBX pays higher dividends than RLBCX: OANBX (2.35) vs RLBCX (1.63). OANBX was incepted earlier than RLBCX: OANBX (9 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than OANBX (0.59). RLBCX is a more actively managed with annual turnover of: 44.00 vs. OANBX (38.00). RLBCX has a lower initial minimum investment than OANBX: RLBCX (250) vs OANBX (250000). OANBX annual gain was more profitable for investors over the last year : 8.69 vs. RLBCX (4.94). OANBX return over 5 years is better than : 50.53 vs. RLBCX (36.51).
| OANBX | RLBCX | OANBX / RLBCX | |
| Total Expense Ratio | 0.59 | 0.89 | 66% |
| Annual Report Gross Expense Ratio | 0.59 | 0.89 | 66% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 2.404 | 4.294 | 56% |
| 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 | 1.63 | 144% |
| Returns for 1 year | 8.69 | 4.94 | 176% |
| Returns for 3 years | 32.18 | 31.54 | 102% |
| Returns for 5 years | 50.53 | 36.51 | 138% |
| Returns for 10 years | N/A | 54.99 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement