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OAKBX vs RLEFX
OAKBX vs RLEFX Comparison
Open Charts OAKBX vs RLEFX
Oakmark Equity And Income Investor
Price$36.15
Change-$0.14 (-0.39%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
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OAKBX vs RLEFX Comparison Chart
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OAKBX vs. RLEFX commentary
Sep 21, 2024
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 RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. OAKBX (6.53B). OAKBX pays higher dividends than RLEFX: OAKBX (2.69) vs RLEFX (2.42). OAKBX was incepted earlier than RLEFX: OAKBX (29 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. OAKBX (45.00). OAKBX has a lower initial minimum investment than RLEFX: OAKBX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 21.19 vs. OAKBX (15.68). RLEFX return over 5 years is better than : 38.64 vs. OAKBX (27.02).
| OAKBX | RLEFX | OAKBX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 7.650 | 12.883 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.53B | 236B | 3% |
| Annual Yield % from dividends | 2.69 | 2.42 | 111% |
| Returns for 1 year | 15.68 | 21.19 | 74% |
| Returns for 3 years | 4.02 | 12.81 | 31% |
| Returns for 5 years | 27.02 | 38.64 | 70% |
| Returns for 10 years | 13.92 | N/A | - |
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