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OAYBX vs RLBFX
OAYBX vs RLBFX Comparison
Open Charts OAYBX vs RLBFX
Oakmark Equity and Income Advisor
Price$38.08
Change+$0.19 (+0.50%)
VolumeN/A
Net Assets6.29B
American Funds American Balanced R5
Price$38.08
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
OAYBX vs RLBFX Comparison Chart in %
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OAYBX vs. RLBFX commentary
Sep 08, 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: 259B vs. OAYBX (6.29B). OAYBX pays higher dividends than RLBFX: OAYBX (2.32) vs RLBFX (2.05). 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). RLBFX annual gain was more profitable for investors over the last year : 10.28 vs. OAYBX (9.74). OAYBX return over 5 years is better than : 47.27 vs. RLBFX (41.46).
| 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 | 7.491 | 11.562 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.29B | 259B | 2% |
| Annual Yield % from dividends | 2.32 | 2.05 | 113% |
| Returns for 1 year | 9.74 | 10.28 | 95% |
| Returns for 3 years | 35.61 | 40.92 | 87% |
| Returns for 5 years | 47.27 | 41.46 | 114% |
| Returns for 10 years | N/A | 78.40 | - |
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