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OANBX vs RLBEX
OANBX vs RLBEX Comparison
Open Charts OANBX vs RLBEX
Oakmark Equity and Income Institutional
Price$39.03
Change+$1.25 (+3.31%)
VolumeN/A
Net Assets6.18B
American Funds American Balanced R4
Price$38.33
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
OANBX vs RLBEX Comparison Chart in %
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OANBX vs. RLBEX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 270B vs. OANBX (6.18B). OANBX pays higher dividends than RLBEX: OANBX (2.41) vs RLBEX (1.87). OANBX was incepted earlier than RLBEX: OANBX (9 years) vs RLBEX (24 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 : 11.32 vs. OANBX (8.63). RLBEX return over 5 years is better than : 35.56 vs. OANBX (33.14).
| 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 | 24 years | - |
| Gain YTD | 0.103 | 2.459 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.18B | 270B | 2% |
| Annual Yield % from dividends | 2.41 | 1.87 | 128% |
| Returns for 1 year | 8.63 | 11.32 | 76% |
| Returns for 3 years | 31.25 | 36.71 | 85% |
| Returns for 5 years | 33.14 | 35.56 | 93% |
| Returns for 10 years | N/A | 90.55 | - |
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