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OAKBX vs RLBAX
OAKBX vs RLBAX Comparison
Open Charts OAKBX vs RLBAX
Oakmark Equity And Income Investor
Price$34.29
Change+$0.11 (+0.32%)
VolumeN/A
Net Assets6.2B
American Funds American Balanced R1
Price$32.64
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
OAKBX vs RLBAX Comparison Chart
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OAKBX vs. RLBAX commentary
Apr 18, 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 OAKBX is a StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 225B vs. OAKBX (6.2B). OAKBX pays higher dividends than RLBAX: OAKBX (2.10) vs RLBAX (1.27). OAKBX was incepted earlier than RLBAX: OAKBX (29 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than OAKBX (0.85). RLBAX is a more actively managed with annual turnover of: 171.00 vs. OAKBX (38.00). OAKBX has a lower initial minimum investment than RLBAX: OAKBX (0) vs RLBAX (250). OAKBX annual gain was more profitable for investors over the last year : 3.32 vs. RLBAX (1.76). OAKBX return over 5 years is better than : 51.02 vs. RLBAX (27.60).
| OAKBX | RLBAX | OAKBX / RLBAX | |
| Total Expense Ratio | 0.85 | 1.33 | 64% |
| Annual Report Gross Expense Ratio | 0.85 | 1.33 | 64% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | -4.406 | -3.908 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.2B | 225B | 3% |
| Annual Yield % from dividends | 2.10 | 1.27 | 165% |
| Returns for 1 year | 3.32 | 1.76 | 188% |
| Returns for 3 years | 11.23 | 8.00 | 140% |
| Returns for 5 years | 51.02 | 27.60 | 185% |
| Returns for 10 years | 15.76 | 38.50 | 41% |
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