OAYBX
Price
$37.48
Change
+$0.05 (+0.13%)
Updated
Jul 3 closing price
Net Assets
6.24B
RLBAX
Price
$36.52
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
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OAYBX vs RLBAX

Header iconOAYBX vs RLBAX Comparison
Open Charts OAYBX vs RLBAXBanner chart's image
Oakmark Equity and Income Advisor
Price$37.48
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets6.24B
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
OAYBX vs RLBAX Comparison Chart in %
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OAYBX vs. RLBAX 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 OAYBX is a StrongBuy and RLBAX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. OAYBX (6.24B). OAYBX pays higher dividends than RLBAX: OAYBX (2.38) vs RLBAX (1.18). 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 : 11.86 vs. RLBAX (7.00). OAYBX return over 5 years is better than : 55.46 vs. RLBAX (37.04).
OAYBXRLBAXOAYBX / RLBAX
Total Expense Ratio0.621.3147%
Annual Report Gross Expense Ratio0.621.3147%
Fund Existence9 years23 years-
Gain YTD5.6867.65174%
Front LoadN/AN/A-
Min. Initial Investment10000025040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.24B252B2%
Annual Yield % from dividends2.381.18202%
Returns for 1 year11.867.00169%
Returns for 3 years36.5632.45113%
Returns for 5 years55.4637.04150%
Returns for 10 yearsN/A58.01-
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