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OAKBX vs RLBGX
OAKBX vs RLBGX Comparison
Open Charts OAKBX vs RLBGX
Oakmark Equity And Income Investor
Price$37.05
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets6.14B
American Funds American Balanced R6
Price$36.53
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.05B
OAKBX vs RLBGX Comparison Chart in %
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OAKBX vs. RLBGX commentary
Jun 30, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 250B vs. OAKBX (6.14B). RLBGX pays higher dividends than OAKBX: RLBGX (2.23) vs OAKBX (2.08). OAKBX was incepted earlier than RLBGX: OAKBX (30 years) vs RLBGX (16 years). OAKBX (0.85) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. OAKBX (38.00). OAKBX has a lower initial minimum investment than RLBGX: OAKBX (0) vs RLBGX (250). OAKBX annual gain was more profitable for investors over the last year : 10.28 vs. RLBGX (7.96). OAKBX return over 5 years is better than : 55.33 vs. RLBGX (45.12).
| OAKBX | RLBGX | OAKBX / RLBGX | |
| Total Expense Ratio | 0.85 | 0.25 | 340% |
| Annual Report Gross Expense Ratio | 0.85 | 0.25 | 340% |
| Fund Existence | 30 years | 16 years | - |
| Gain YTD | 4.231 | 7.174 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.14B | 250B | 2% |
| Annual Yield % from dividends | 2.08 | 2.23 | 94% |
| Returns for 1 year | 10.28 | 7.96 | 129% |
| Returns for 3 years | 33.43 | 35.31 | 95% |
| Returns for 5 years | 55.33 | 45.12 | 123% |
| Returns for 10 years | 27.04 | 67.39 | 40% |
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