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OAKBX vs RLBAX
OAKBX vs RLBAX Comparison
Open Charts OAKBX vs RLBAX
Oakmark Equity And Income Investor
Price$37.14
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R1
Price$38.40
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
OAKBX vs RLBAX Comparison Chart in %
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OAKBX vs. RLBAX commentary
Nov 20, 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 (6.16B). OAKBX pays higher dividends than RLBAX: OAKBX (2.15) vs RLBAX (1.08). 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). RLBAX annual gain was more profitable for investors over the last year : 8.15 vs. OAKBX (3.34). RLBAX (34.46) and OAKBX (33.33) have equivalent 5 years return.
| 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 | 5.088 | 13.298 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 263B | 2% |
| Annual Yield % from dividends | 2.15 | 1.08 | 198% |
| Returns for 1 year | 3.34 | 8.15 | 41% |
| Returns for 3 years | 30.24 | 38.05 | 79% |
| Returns for 5 years | 33.33 | 34.46 | 97% |
| Returns for 10 years | 32.45 | 63.50 | 51% |
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