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OANBX vs RLBCX
OANBX vs RLBCX Comparison
Open Charts OANBX vs RLBCX
Oakmark Equity and Income Institutional
Price$38.16
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets6.29B
American Funds American Balanced R3
Price$37.88
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
OANBX vs RLBCX Comparison Chart in %
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OANBX vs. RLBCX commentary
Sep 09, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 259B vs. OANBX (6.29B). OANBX pays higher dividends than RLBCX: OANBX (2.35) vs RLBCX (1.53). 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). RLBCX annual gain was more profitable for investors over the last year : 11.35 vs. OANBX (9.77). OANBX return over 5 years is better than : 47.41 vs. RLBCX (38.83).
| 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 | 7.505 | 11.569 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.29B | 259B | 2% |
| Annual Yield % from dividends | 2.35 | 1.53 | 153% |
| Returns for 1 year | 9.77 | 11.35 | 86% |
| Returns for 3 years | 35.66 | 36.02 | 99% |
| Returns for 5 years | 47.41 | 38.83 | 122% |
| Returns for 10 years | N/A | 73.21 | - |
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