OANBX
Price
$37.49
Change
+$0.02 (+0.05%)
Updated
Jul 25 closing price
Net Assets
6.24B
RLBEX
Price
$37.13
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
Interact to see
Advertisement

OANBX vs RLBEX

Header iconOANBX vs RLBEX Comparison
Open Charts OANBX vs RLBEXBanner chart's image
Oakmark Equity and Income Institutional
Price$37.49
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets6.24B
American Funds American Balanced R4
Price$37.13
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
OANBX vs RLBEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
OANBX vs. RLBEX commentary
Jul 27, 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 RLBEX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 254B vs. OANBX (6.24B). OANBX pays higher dividends than RLBEX: OANBX (2.41) vs RLBEX (1.83). 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). OANBX (10.31) and RLBEX (10.25) have marching annual gain over last year. OANBX return over 5 years is better than : 50.60 vs. RLBEX (39.56).
OANBXRLBEXOANBX / RLBEX
Total Expense Ratio0.590.59100%
Annual Report Gross Expense Ratio0.590.59100%
Fund Existence9 years23 years-
Gain YTD5.7569.00364%
Front LoadN/AN/A-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.24B254B2%
Annual Yield % from dividends2.411.83132%
Returns for 1 year10.3110.25101%
Returns for 3 years33.5434.6897%
Returns for 5 years50.6039.56128%
Returns for 10 yearsN/A67.20-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
ATLC51.22N/A
N/A
Atlanticus Holdings Corp
IGMS1.27-0.01
-0.78%
IGM Biosciences
CSTM13.67-0.14
-1.01%
Constellium SE
CCK102.98-1.22
-1.17%
Crown Holdings
RELI1.30-0.21
-13.91%
Reliance Global Group Inc.