OAYBX
Price
$39.45
Change
+$0.03 (+0.08%)
Updated
Dec 26 closing price
Net Assets
6.16B
RLBEX
Price
$37.61
Change
+$0.04 (+0.11%)
Updated
Dec 26 closing price
Net Assets
269.37B
Interact to see
Advertisement

OAYBX vs RLBEX

Header iconOAYBX vs RLBEX Comparison
Open Charts OAYBX vs RLBEXBanner chart's image
Oakmark Equity and Income Advisor
Price$39.45
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R4
Price$37.61
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
OAYBX vs RLBEX Comparison Chart in %
View a ticker or compare two or three
VS
OAYBX vs. RLBEX commentary
Dec 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 Hold and RLBEX is a StrongBuy.

Interact to see
Advertisement
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 (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). OAYBX annual gain was more profitable for investors over the last year : 10.99 vs. RLBEX (9.12). OAYBX return over 5 years is better than : 40.98 vs. RLBEX (34.74).
OAYBXRLBEXOAYBX / RLBEX
Total Expense Ratio0.620.59105%
Annual Report Gross Expense Ratio0.620.59105%
Fund Existence9 years24 years-
Gain YTD11.94810.716111%
Front LoadN/AN/A-
Min. Initial Investment10000025040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.16B269B2%
Annual Yield % from dividends2.361.68140%
Returns for 1 year10.999.12120%
Returns for 3 years43.8538.04115%
Returns for 5 years40.9834.74118%
Returns for 10 yearsN/A75.41-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
CRYPTO / NAMEPrice $Chg $Chg %
AGLD.X0.2577890.001249
+0.49%
Adventure Gold cryptocurrency
DEXE.X3.0088240.004175
+0.14%
DeXe cryptocurrency
BTC.X87301.43000066.687500
+0.08%
Bitcoin cryptocurrency
BUSD.X0.998933-0.000283
-0.03%
BUSD cryptocurrency
REN.X0.005353-0.000145
-2.64%
Ren cryptocurrency