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OAYBX vs RLBEX
OAYBX vs RLBEX Comparison
Open Charts OAYBX vs RLBEX
Oakmark Equity and Income Advisor
Price$37.77
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets6.24B
American Funds American Balanced R4
Price$38.94
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
OAYBX vs RLBEX Comparison Chart in %
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OAYBX vs. RLBEX commentary
Oct 21, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 266B vs. OAYBX (6.24B). OAYBX pays higher dividends than RLBEX: OAYBX (2.37) vs RLBEX (1.74). 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 : 8.70 vs. OAYBX (6.56). OAYBX return over 5 years is better than : 45.30 vs. RLBEX (42.04).
| 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 | 7.180 | 14.631 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 266B | 2% |
| Annual Yield % from dividends | 2.37 | 1.74 | 136% |
| Returns for 1 year | 6.56 | 8.70 | 75% |
| Returns for 3 years | 39.83 | 50.52 | 79% |
| Returns for 5 years | 45.30 | 42.04 | 108% |
| Returns for 10 years | N/A | 77.69 | - |
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