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OAYBX vs RLBEX
OAYBX vs RLBEX Comparison
Open Charts OAYBX vs RLBEX
Oakmark Equity and Income Advisor
Price$39.03
Change+$1.25 (+3.31%)
VolumeN/A
Net Assets6.18B
American Funds American Balanced R4
Price$38.33
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
OAYBX vs RLBEX Comparison Chart in %
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OAYBX vs. RLBEX commentary
Feb 04, 2026
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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 270B vs. OAYBX (6.18B). OAYBX pays higher dividends than RLBEX: OAYBX (2.38) vs RLBEX (1.87). OAYBX was incepted earlier than RLBEX: OAYBX (9 years) vs RLBEX (24 years). OAYBX (0.62) and RLBEX (0.59) have similar cost to investors . OAYBX is a more actively managed with annual turnover of: 69.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than OAYBX: RLBEX (250) vs OAYBX (100000). RLBEX annual gain was more profitable for investors over the last year : 11.32 vs. OAYBX (8.57). RLBEX return over 5 years is better than : 35.56 vs. OAYBX (32.99).
| OAYBX | RLBEX | OAYBX / RLBEX | |
| Total Expense Ratio | 0.62 | 0.59 | 105% |
| Annual Report Gross Expense Ratio | 0.62 | 0.59 | 105% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 0.077 | 2.459 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.18B | 270B | 2% |
| Annual Yield % from dividends | 2.38 | 1.87 | 127% |
| Returns for 1 year | 8.57 | 11.32 | 76% |
| Returns for 3 years | 31.14 | 36.71 | 85% |
| Returns for 5 years | 32.99 | 35.56 | 93% |
| Returns for 10 years | N/A | 90.55 | - |
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