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OAKBX vs RLBAX
OAKBX vs RLBAX Comparison
Open Charts OAKBX vs RLBAX
Oakmark Equity And Income Investor
Price$38.05
Change-$0.23 (-0.60%)
VolumeN/A
Net Assets6.29B
American Funds American Balanced R1
Price$38.04
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
OAKBX vs RLBAX Comparison Chart in %
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OAKBX vs. RLBAX commentary
Sep 26, 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 Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. OAKBX (6.29B). OAKBX pays higher dividends than RLBAX: OAKBX (2.09) vs RLBAX (1.15). OAKBX was incepted earlier than RLBAX: OAKBX (30 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than OAKBX (0.85). RLBAX is a more actively managed with annual turnover of: 44.00 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 : 8.56 vs. RLBAX (7.29). OAKBX return over 5 years is better than : 52.50 vs. RLBAX (39.63).
| OAKBX | RLBAX | OAKBX / RLBAX | |
| Total Expense Ratio | 0.85 | 1.31 | 65% |
| Annual Report Gross Expense Ratio | 0.85 | 1.31 | 65% |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | 7.692 | 12.236 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.29B | 263B | 2% |
| Annual Yield % from dividends | 2.09 | 1.15 | 182% |
| Returns for 1 year | 8.56 | 7.29 | 118% |
| Returns for 3 years | 44.96 | 47.30 | 95% |
| Returns for 5 years | 52.50 | 39.63 | 132% |
| Returns for 10 years | 42.88 | 74.58 | 57% |
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