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OANBX vs RLBEX
OANBX vs RLBEX Comparison
Open Charts OANBX vs RLBEX
Oakmark Equity and Income Institutional
Price$39.20
Change-$0.19 (-0.48%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R4
Price$39.66
Change-$0.50 (-1.25%)
VolumeN/A
Net Assets269.37B
OANBX vs RLBEX Comparison Chart in %
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OANBX vs. RLBEX commentary
Dec 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 269B vs. OANBX (6.16B). OANBX pays higher dividends than RLBEX: OANBX (2.38) vs RLBEX (1.68). 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 . OANBX is a more actively managed with annual turnover of: 69.00 vs. RLBEX (44.00). 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 : 10.62 vs. OANBX (8.33). OANBX (42.13) and RLBEX (40.75) have equivalent 5 years return.
| 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 | 11.832 | 18.222 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 269B | 2% |
| Annual Yield % from dividends | 2.38 | 1.68 | 142% |
| Returns for 1 year | 8.33 | 10.62 | 78% |
| Returns for 3 years | 38.53 | 43.81 | 88% |
| Returns for 5 years | 42.13 | 40.75 | 103% |
| Returns for 10 years | N/A | 83.03 | - |
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