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OAKBX vs RLBAX
OAKBX vs RLBAX Comparison
Open Charts OAKBX vs RLBAX
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).
| OAKBX | RLBAX | OAKBX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 22 years | - |
| Gain YTD | 11.508 | 14.848 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.4B | 240B | 3% |
| Annual Yield % from dividends | 2.69 | 1.59 | 169% |
| Returns for 1 year | 20.57 | 21.75 | 95% |
| Returns for 3 years | 3.23 | 10.12 | 32% |
| Returns for 5 years | 27.75 | 32.71 | 85% |
| Returns for 10 years | 17.29 | 47.18 | 37% |
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