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OAKBX vs RLBAX
OAKBX vs RLBAX Comparison
Open Charts OAKBX vs RLBAX
Oakmark Equity And Income Investor
Price$36.20
Change+$0.27 (+0.75%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$34.04
Change+$0.26 (+0.77%)
VolumeN/A
CapitalizationN/A
OAKBX vs RLBAX Comparison Chart
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OAKBX vs. RLBAX commentary
Dec 23, 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 236B vs. OAKBX (6.64B). OAKBX pays higher dividends than RLBAX: OAKBX (2.69) vs RLBAX (1.59). OAKBX was incepted earlier than RLBAX: OAKBX (29 years) vs RLBAX (23 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). OAKBX (9.40) and RLBAX (9.35) have marching annual gain over last year. OAKBX return over 5 years is better than : 31.07 vs. RLBAX (25.98).
| OAKBX | RLBAX | OAKBX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 8.950 | 8.731 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.64B | 236B | 3% |
| Annual Yield % from dividends | 2.69 | 1.59 | 169% |
| Returns for 1 year | 9.40 | 9.35 | 101% |
| Returns for 3 years | 12.42 | 7.62 | 163% |
| Returns for 5 years | 31.07 | 25.98 | 120% |
| Returns for 10 years | 22.47 | 45.31 | 50% |
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