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OAYBX vs RLBAX
OAYBX vs RLBAX Comparison
Open Charts OAYBX vs RLBAX
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.
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).
| 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 | 5.686 | 7.651 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 252B | 2% |
| Annual Yield % from dividends | 2.38 | 1.18 | 202% |
| Returns for 1 year | 11.86 | 7.00 | 169% |
| Returns for 3 years | 36.56 | 32.45 | 113% |
| Returns for 5 years | 55.46 | 37.04 | 150% |
| Returns for 10 years | N/A | 58.01 | - |
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