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OAKBX vs RLBAX
OAKBX vs RLBAX Comparison
Open Charts OAKBX vs RLBAX
Oakmark Equity And Income Investor
Price$37.57
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
OAKBX vs RLBAX Comparison Chart in %
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OAKBX vs. RLBAX commentary
Aug 17, 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. OAKBX (6.16B). OAKBX pays higher dividends than RLBAX: OAKBX (2.15) vs RLBAX (1.17). 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 : 8.88 vs. RLBAX (7.15). OAKBX return over 5 years is better than : 44.76 vs. RLBAX (33.77).
| 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 | 5.694 | 9.243 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 256B | 2% |
| Annual Yield % from dividends | 2.15 | 1.17 | 184% |
| Returns for 1 year | 8.88 | 7.15 | 124% |
| Returns for 3 years | 24.64 | 27.06 | 91% |
| Returns for 5 years | 44.76 | 33.77 | 133% |
| Returns for 10 years | 30.45 | 59.12 | 52% |