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OAKBX vs RLBAX
OAKBX vs RLBAX Comparison
Open Charts OAKBX vs RLBAX
Oakmark Equity And Income Investor
Price$37.18
Change+$0.18 (+0.49%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$36.16
Change+$0.11 (+0.31%)
VolumeN/A
CapitalizationN/A
OAKBX vs RLBAX Comparison Chart
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OAKBX vs. RLBAX commentary
Nov 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 StrongBuy and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 238B 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 (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). RLBAX (19.90) and OAKBX (19.33) have marching annual gain over last year. RLBAX return over 5 years is better than : 32.28 vs. OAKBX (28.31).
| 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 | 11.358 | 14.152 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.4B | 238B | 3% |
| Annual Yield % from dividends | 2.69 | 1.59 | 169% |
| Returns for 1 year | 19.33 | 19.90 | 97% |
| Returns for 3 years | 4.76 | 10.27 | 46% |
| Returns for 5 years | 28.31 | 32.28 | 88% |
| Returns for 10 years | 15.73 | 44.94 | 35% |
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