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OAYBX vs RLBEX
OAYBX vs RLBEX Comparison
Open Charts OAYBX vs RLBEX
Oakmark Equity and Income Advisor
Price$38.47
Change+$0.35 (+0.92%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R4
Price$39.78
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
OAYBX vs RLBEX Comparison Chart in %
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OAYBX vs. RLBEX commentary
Dec 04, 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 Buy and RLBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 269B vs. OAYBX (6.16B). OAYBX pays higher dividends than RLBEX: OAYBX (2.36) vs RLBEX (1.68). 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). RLBEX annual gain was more profitable for investors over the last year : 9.28 vs. OAYBX (4.08). RLBEX return over 5 years is better than : 39.06 vs. OAYBX (33.77).
| 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 | 8.145 | 16.574 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 269B | 2% |
| Annual Yield % from dividends | 2.36 | 1.68 | 140% |
| Returns for 1 year | 4.08 | 9.28 | 44% |
| Returns for 3 years | 31.18 | 40.19 | 78% |
| Returns for 5 years | 33.77 | 39.06 | 86% |
| Returns for 10 years | N/A | 76.67 | - |
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