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OAYBX vs RLBEX
OAYBX vs RLBEX Comparison
Open Charts OAYBX vs RLBEX
Oakmark Equity and Income Advisor
Price$37.89
Change+$0.08 (+0.21%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R4
Price$39.48
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
OAYBX vs RLBEX Comparison Chart in %
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OAYBX vs. RLBEX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 268B vs. OAYBX (6.16B). OAYBX pays higher dividends than RLBEX: OAYBX (2.38) vs RLBEX (1.71). 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 : 9.94 vs. OAYBX (4.99). RLBEX return over 5 years is better than : 41.28 vs. OAYBX (37.98).
| 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 | 7.521 | 16.221 | 46% |
| 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 | 268B | 2% |
| Annual Yield % from dividends | 2.38 | 1.71 | 139% |
| Returns for 1 year | 4.99 | 9.94 | 50% |
| Returns for 3 years | 32.29 | 43.51 | 74% |
| Returns for 5 years | 37.98 | 41.28 | 92% |
| Returns for 10 years | N/A | 80.23 | - |
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