Interact to see
Advertisement
Advertisement
OAYBX vs RLBAX
OAYBX vs RLBAX Comparison
Open Charts OAYBX vs RLBAX
Oakmark Equity and Income Advisor
Price$36.55
Change-$0.33 (-0.89%)
VolumeN/A
Net Assets6.14B
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
OAYBX vs RLBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OAYBX vs. RLBAX commentary
Jun 16, 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 OAYBX is a StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 244B vs. OAYBX (6.14B). OAYBX pays higher dividends than RLBAX: OAYBX (2.32) vs RLBAX (1.23). OAYBX was incepted earlier than RLBAX: OAYBX (9 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than OAYBX (0.62). RLBAX is a more actively managed with annual turnover of: 44.00 vs. OAYBX (38.00). RLBAX has a lower initial minimum investment than OAYBX: RLBAX (250) vs OAYBX (100000). OAYBX annual gain was more profitable for investors over the last year : 8.65 vs. RLBAX (4.45). OAYBX return over 5 years is better than : 50.40 vs. RLBAX (34.05).
| OAYBX | RLBAX | OAYBX / RLBAX | |
| Total Expense Ratio | 0.62 | 1.31 | 47% |
| Annual Report Gross Expense Ratio | 0.62 | 1.31 | 47% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 2.396 | 4.085 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.14B | 244B | 3% |
| Annual Yield % from dividends | 2.32 | 1.23 | 189% |
| Returns for 1 year | 8.65 | 4.45 | 195% |
| Returns for 3 years | 32.13 | 30.02 | 107% |
| Returns for 5 years | 50.40 | 34.05 | 148% |
| Returns for 10 years | N/A | 51.23 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement