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OAYBX vs RLBFX
OAYBX vs RLBFX Comparison
Open Charts OAYBX vs RLBFX
Oakmark Equity and Income Advisor
Price$36.55
Change-$0.33 (-0.89%)
VolumeN/A
Net Assets6.14B
American Funds American Balanced R5
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
OAYBX vs RLBFX Comparison Chart
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OAYBX vs. RLBFX commentary
Jun 16, 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 StrongBuy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 244B vs. OAYBX (6.14B). OAYBX pays higher dividends than RLBFX: OAYBX (2.32) vs RLBFX (2.18). 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 : 8.65 vs. RLBFX (5.61). OAYBX return over 5 years is better than : 50.40 vs. RLBFX (40.09).
| 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 | 2.396 | 4.560 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.14B | 244B | 3% |
| Annual Yield % from dividends | 2.32 | 2.18 | 106% |
| Returns for 1 year | 8.65 | 5.61 | 154% |
| Returns for 3 years | 32.13 | 33.66 | 95% |
| Returns for 5 years | 50.40 | 40.09 | 126% |
| Returns for 10 years | N/A | 60.51 | - |
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