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OAKBX vs RLBAX
OAKBX vs RLBAX Comparison
Open Charts OAKBX vs RLBAX
Oakmark Equity And Income Investor
Price$36.91
Change+$0.15 (+0.41%)
VolumeN/A
Net Assets6.32B
American Funds American Balanced R1
Price$35.14
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets242.81B
OAKBX vs RLBAX Comparison Chart
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OAKBX vs. RLBAX commentary
Jan 24, 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: 243B vs. OAKBX (6.32B). 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). OAKBX annual gain was more profitable for investors over the last year : 12.48 vs. RLBAX (11.57). OAKBX return over 5 years is better than : 34.26 vs. RLBAX (27.69).
| 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 | 2.253 | 3.029 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 243B | 3% |
| Annual Yield % from dividends | 2.69 | 1.59 | 169% |
| Returns for 1 year | 12.48 | 11.57 | 108% |
| Returns for 3 years | 14.79 | 14.03 | 105% |
| Returns for 5 years | 34.26 | 27.69 | 124% |
| Returns for 10 years | 27.20 | 50.06 | 54% |
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