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OAMIX vs RLBEX
OAMIX vs RLBEX Comparison
Open Charts OAMIX vs RLBEX
Invesco Select Risk: Moderate Inv A
Price$11.19
Change+$0.12 (+1.08%)
VolumeN/A
Net Assets1.74B
American Funds American Balanced R4
Price$34.38
Change+$0.31 (+0.91%)
VolumeN/A
Net Assets234.89B
OAMIX vs RLBEX Comparison Chart
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OAMIX vs. RLBEX commentary
May 05, 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 OAMIX is a StrongBuy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 235B vs. OAMIX (1.74B). OAMIX pays higher dividends than RLBEX: OAMIX (3.55) vs RLBEX (1.98). OAMIX was incepted earlier than RLBEX: OAMIX (20 years) vs RLBEX (23 years). OAMIX (0.88) is less costly to investors than RLBEX (0.59). RLBEX (44.00) and OAMIX (42.00) have comparable annual turnover. RLBEX has a lower initial minimum investment than OAMIX: RLBEX (250) vs OAMIX (1000). OAMIX (7.07) and RLBEX (6.93) have marching annual gain over last year. RLBEX return over 5 years is better than : 39.03 vs. OAMIX (17.95).
| OAMIX | RLBEX | OAMIX / RLBEX | |
| Total Expense Ratio | 0.88 | 0.59 | 149% |
| Annual Report Gross Expense Ratio | 0.88 | 0.59 | 149% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 0.720 | 0.630 | 114% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 235B | 1% |
| Annual Yield % from dividends | 3.55 | 1.98 | 180% |
| Returns for 1 year | 7.07 | 6.93 | 102% |
| Returns for 3 years | 13.17 | 18.96 | 69% |
| Returns for 5 years | 17.95 | 39.03 | 46% |
| Returns for 10 years | 21.24 | 53.49 | 40% |
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