OAYBX
Price
$37.48
Change
+$0.05 (+0.13%)
Updated
Jul 3 closing price
Net Assets
6.24B
RLBEX
Price
$36.81
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
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OAYBX vs RLBEX

Header iconOAYBX vs RLBEX Comparison
Open Charts OAYBX vs RLBEXBanner 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 R4
Price$36.81
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
OAYBX vs RLBEX Comparison Chart in %
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OAYBX vs. RLBEX 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 RLBEX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 252B 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 annual gain was more profitable for investors over the last year : 11.86 vs. RLBEX (7.86). OAYBX return over 5 years is better than : 55.46 vs. RLBEX (41.38).
OAYBXRLBEXOAYBX / RLBEX
Total Expense Ratio0.620.59105%
Annual Report Gross Expense Ratio0.620.59105%
Fund Existence9 years23 years-
Gain YTD5.6868.06471%
Front LoadN/AN/A-
Min. Initial Investment10000025040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.24B252B2%
Annual Yield % from dividends2.381.83130%
Returns for 1 year11.867.86151%
Returns for 3 years36.5635.05104%
Returns for 5 years55.4641.38134%
Returns for 10 yearsN/A67.17-
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