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OAMIX vs RLBFX
OAMIX vs RLBFX Comparison
Open Charts OAMIX vs RLBFX
Invesco Select Risk: Moderate Inv A
Price$11.54
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets1.79B
American Funds American Balanced R5
Price$35.74
Change-$0.12 (-0.33%)
VolumeN/A
Net Assets245.47B
OAMIX vs RLBFX Comparison Chart in %
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OAMIX vs. RLBFX commentary
Jun 18, 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 Hold and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 245B vs. OAMIX (1.79B). OAMIX pays higher dividends than RLBFX: OAMIX (3.43) vs RLBFX (2.18). OAMIX was incepted earlier than RLBFX: OAMIX (20 years) vs RLBFX (23 years). OAMIX (0.86) is less costly to investors than RLBFX (0.29). RLBFX (44.00) and OAMIX (42.00) have comparable annual turnover. RLBFX has a lower initial minimum investment than OAMIX: RLBFX (250) vs OAMIX (1000). OAMIX annual gain was more profitable for investors over the last year : 8.58 vs. RLBFX (4.96). RLBFX return over 5 years is better than : 39.09 vs. OAMIX (15.85).
| OAMIX | RLBFX | OAMIX / RLBFX | |
| Total Expense Ratio | 0.86 | 0.29 | 297% |
| Annual Report Gross Expense Ratio | 0.86 | 0.29 | 297% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 4.410 | 4.707 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 245B | 1% |
| Annual Yield % from dividends | 3.43 | 2.18 | 157% |
| Returns for 1 year | 8.58 | 4.96 | 173% |
| Returns for 3 years | 26.97 | 35.37 | 76% |
| Returns for 5 years | 15.85 | 39.09 | 41% |
| Returns for 10 years | 24.54 | 60.54 | 41% |
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