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OANBX vs RLBEX
OANBX vs RLBEX Comparison
Open Charts OANBX vs RLBEX
Oakmark Equity and Income Institutional
Price$38.16
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets6.29B
American Funds American Balanced R4
Price$38.08
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
OANBX vs RLBEX Comparison Chart in %
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OANBX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 259B vs. OANBX (6.29B). OANBX pays higher dividends than RLBEX: OANBX (2.35) vs RLBEX (1.79). OANBX was incepted earlier than RLBEX: OANBX (9 years) vs RLBEX (23 years). OANBX (0.59) and RLBEX (0.59) have similar cost to investors . RLBEX is a more actively managed with annual turnover of: 44.00 vs. OANBX (38.00). RLBEX has a lower initial minimum investment than OANBX: RLBEX (250) vs OANBX (250000). RLBEX (9.94) and OANBX (9.77) have marching annual gain over last year. OANBX return over 5 years is better than : 47.41 vs. RLBEX (39.68).
| OANBX | RLBEX | OANBX / RLBEX | |
| Total Expense Ratio | 0.59 | 0.59 | 100% |
| Annual Report Gross Expense Ratio | 0.59 | 0.59 | 100% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 7.505 | 11.352 | 66% |
| 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 | 1.79 | 131% |
| Returns for 1 year | 9.77 | 9.94 | 98% |
| Returns for 3 years | 35.66 | 39.85 | 89% |
| Returns for 5 years | 47.41 | 39.68 | 119% |
| Returns for 10 years | N/A | 77.45 | - |
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