Interact to see
Advertisement
Advertisement
OAYBX vs RLBEX
OAYBX vs RLBEX Comparison
Open Charts OAYBX vs RLBEX
Oakmark Equity and Income Advisor
Price$37.50
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.24B
American Funds American Balanced R4
Price$37.13
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
OAYBX vs RLBEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OAYBX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 254B vs. OAYBX (6.24B). OAYBX pays higher dividends than RLBEX: OAYBX (2.38) vs RLBEX (1.83). OAYBX was incepted earlier than RLBEX: OAYBX (9 years) vs RLBEX (23 years). OAYBX (0.62) and RLBEX (0.59) have similar cost to investors . RLBEX is a more actively managed with annual turnover of: 44.00 vs. OAYBX (38.00). RLBEX has a lower initial minimum investment than OAYBX: RLBEX (250) vs OAYBX (100000). OAYBX (10.31) and RLBEX (10.25) have marching annual gain over last year. OAYBX return over 5 years is better than : 50.46 vs. RLBEX (39.56).
| 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 | 23 years | - |
| Gain YTD | 5.743 | 9.003 | 64% |
| 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 | 254B | 2% |
| Annual Yield % from dividends | 2.38 | 1.83 | 130% |
| Returns for 1 year | 10.31 | 10.25 | 101% |
| Returns for 3 years | 33.45 | 34.68 | 96% |
| Returns for 5 years | 50.46 | 39.56 | 128% |
| Returns for 10 years | N/A | 67.20 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FKAIX | 52.99 | 0.60 | +1.15% |
| Federated Hermes Kaufmann Small Cap IS | |||
| PGIRX | 27.10 | 0.17 | +0.63% |
| Polen Global Growth Investor | |||
| SSPIX | 102.47 | 0.41 | +0.40% |
| SEI S&P 500 Index F (SIMT) | |||
| CDIRX | 35.64 | 0.11 | +0.31% |
| Columbia Dividend Income R | |||
| AGCLX | 19.84 | 0.02 | +0.10% |
| American Century Global Small Cap A | |||