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OAKBX vs RLBAX
OAKBX vs RLBAX Comparison
Open Charts OAKBX vs RLBAX
Oakmark Equity And Income Investor
Price$36.89
Change-$0.24 (-0.65%)
VolumeN/A
Net Assets6.44B
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
OAKBX vs RLBAX Comparison Chart
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OAKBX vs. RLBAX commentary
Feb 23, 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: 242B vs. OAKBX (6.44B). 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 : 11.02 vs. RLBAX (8.36). OAKBX return over 5 years is better than : 34.45 vs. RLBAX (26.04).
| 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 | 2.615 | 2.764 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.44B | 242B | 3% |
| Annual Yield % from dividends | 2.69 | 1.59 | 169% |
| Returns for 1 year | 11.02 | 8.36 | 132% |
| Returns for 3 years | 16.52 | 15.63 | 106% |
| Returns for 5 years | 34.45 | 26.04 | 132% |
| Returns for 10 years | 23.43 | 46.53 | 50% |