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OAKBX vs RLBAX
OAKBX vs RLBAX Comparison
Open Charts OAKBX vs RLBAX
Oakmark Equity And Income Investor
Price$35.76
Change+$0.26 (+0.73%)
VolumeN/A
Net Assets6.01B
American Funds American Balanced R1
Price$34.02
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
OAKBX vs RLBAX Comparison Chart
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OAKBX vs. RLBAX commentary
May 09, 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: 234B vs. OAKBX (6.01B). OAKBX pays higher dividends than RLBAX: OAKBX (2.14) vs RLBAX (1.28). 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 (4.07) and RLBAX (3.92) have marching annual gain over last year. OAKBX return over 5 years is better than : 52.34 vs. RLBAX (32.45).
| 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 | -0.714 | 0.154 | -463% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.01B | 234B | 3% |
| Annual Yield % from dividends | 2.14 | 1.28 | 168% |
| Returns for 1 year | 4.07 | 3.92 | 104% |
| Returns for 3 years | 22.72 | 19.69 | 115% |
| Returns for 5 years | 52.34 | 32.45 | 161% |
| Returns for 10 years | 19.24 | 44.47 | 43% |
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