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OANBX vs RLBEX
OANBX vs RLBEX Comparison
Open Charts OANBX vs RLBEX
Oakmark Equity and Income Institutional
Price$37.47
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets6.24B
American Funds American Balanced R4
Price$36.81
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
OANBX vs RLBEX Comparison Chart in %
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OANBX vs. RLBEX commentary
Jul 07, 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.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 252B 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 annual gain was more profitable for investors over the last year : 11.86 vs. RLBEX (7.86). OANBX return over 5 years is better than : 55.61 vs. RLBEX (41.38).
| 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 | 5.700 | 8.064 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 252B | 2% |
| Annual Yield % from dividends | 2.41 | 1.83 | 132% |
| Returns for 1 year | 11.86 | 7.86 | 151% |
| Returns for 3 years | 36.62 | 35.05 | 104% |
| Returns for 5 years | 55.61 | 41.38 | 134% |
| Returns for 10 years | N/A | 67.17 | - |
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