OAKBX
Price
$37.05
Change
+$0.04 (+0.11%)
Updated
Nov 13 closing price
RLBAX
Price
$36.27
Change
-$0.05 (-0.14%)
Updated
Nov 13 closing price
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OAKBX vs RLBAX

Header iconOAKBX vs RLBAX Comparison
Open Charts OAKBX vs RLBAXBanner chart's image
Oakmark Equity And Income Investor
Price$37.05
Change+$0.04 (+0.11%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$36.27
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
OAKBX vs RLBAX Comparison Chart
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OAKBX vs. RLBAX commentary
Nov 14, 2024

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 OAKBX is a StrongBuy and RLBAX is a StrongBuy.

FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 240B vs. OAKBX (6.4B). OAKBX pays higher dividends than RLBAX: OAKBX (2.69) vs RLBAX (1.59). OAKBX was incepted earlier than RLBAX: OAKBX (29 years) vs RLBAX (22 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. OAKBX (45.00). OAKBX has a lower initial minimum investment than RLBAX: OAKBX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 21.75 vs. OAKBX (20.57). RLBAX return over 5 years is better than : 32.71 vs. OAKBX (27.75).
OAKBXRLBAXOAKBX / RLBAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence29 years22 years-
Gain YTD11.50814.84878%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets6.4B240B3%
Annual Yield % from dividends2.691.59169%
Returns for 1 year20.5721.7595%
Returns for 3 years3.2310.1232%
Returns for 5 years27.7532.7185%
Returns for 10 years17.2947.1837%
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