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OANBX vs RLBEX
OANBX vs RLBEX Comparison
Open Charts OANBX vs RLBEX
Oakmark Equity and Income Institutional
Price$37.64
Change-$0.24 (-0.63%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R4
Price$38.99
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
OANBX vs RLBEX Comparison Chart in %
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OANBX vs. RLBEX commentary
Nov 14, 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: 269B vs. OANBX (6.16B). OANBX pays higher dividends than RLBEX: OANBX (2.41) vs RLBEX (1.71). 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 annual gain was more profitable for investors over the last year : 9.94 vs. OANBX (4.99). RLBEX return over 5 years is better than : 41.28 vs. OANBX (38.13).
| 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 | 7.545 | 16.221 | 47% |
| 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 | 2.41 | 1.71 | 141% |
| Returns for 1 year | 4.99 | 9.94 | 50% |
| Returns for 3 years | 32.36 | 43.51 | 74% |
| Returns for 5 years | 38.13 | 41.28 | 92% |
| Returns for 10 years | N/A | 80.23 | - |
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