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OAYBX vs RLBFX
OAYBX vs RLBFX Comparison
Open Charts OAYBX vs RLBFX
Oakmark Equity and Income Advisor
Price$37.53
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R5
Price$37.52
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
OAYBX vs RLBFX Comparison Chart in %
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OAYBX vs. RLBFX commentary
Aug 18, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 256B vs. OAYBX (6.16B). OAYBX pays higher dividends than RLBFX: OAYBX (2.39) vs RLBFX (2.08). OAYBX was incepted earlier than RLBFX: OAYBX (9 years) vs RLBFX (23 years). OAYBX (0.62) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. OAYBX (38.00). RLBFX has a lower initial minimum investment than OAYBX: RLBFX (250) vs OAYBX (100000). OAYBX annual gain was more profitable for investors over the last year : 9.08 vs. RLBFX (8.29). OAYBX return over 5 years is better than : 46.07 vs. RLBFX (39.76).
| OAYBX | RLBFX | OAYBX / RLBFX | |
| Total Expense Ratio | 0.62 | 0.29 | 214% |
| Annual Report Gross Expense Ratio | 0.62 | 0.29 | 214% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 5.827 | 9.922 | 59% |
| 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 | 256B | 2% |
| Annual Yield % from dividends | 2.39 | 2.08 | 115% |
| Returns for 1 year | 9.08 | 8.29 | 109% |
| Returns for 3 years | 25.28 | 30.56 | 83% |
| Returns for 5 years | 46.07 | 39.76 | 116% |
| Returns for 10 years | N/A | 69.21 | - |
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