OAYBX
Price
$37.50
Change
+$0.03 (+0.08%)
Updated
Jul 25 closing price
Net Assets
6.24B
RLBAX
Price
$36.83
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
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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$37.50
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.24B
American Funds American Balanced R1
Price$36.83
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
OAYBX vs RLBAX Comparison Chart in %
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OAYBX vs. RLBAX commentary
Jul 28, 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: 254B 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 : 10.31 vs. RLBAX (9.42). OAYBX return over 5 years is better than : 50.46 vs. RLBAX (35.28).
OAYBXRLBAXOAYBX / RLBAX
Total Expense Ratio0.621.3147%
Annual Report Gross Expense Ratio0.621.3147%
Fund Existence9 years23 years-
Gain YTD5.7438.56567%
Front LoadN/AN/A-
Min. Initial Investment10000025040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.24B254B2%
Annual Yield % from dividends2.381.18202%
Returns for 1 year10.319.42109%
Returns for 3 years33.4532.14104%
Returns for 5 years50.4635.28143%
Returns for 10 yearsN/A58.06-
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