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OAMIX vs RLBFX
OAMIX vs RLBFX Comparison
Open Charts OAMIX vs RLBFX
Invesco Select Risk: Moderate Inv A
Price$11.19
Change+$0.12 (+1.08%)
VolumeN/A
Net Assets1.74B
American Funds American Balanced R5
Price$34.50
Change+$0.30 (+0.88%)
VolumeN/A
Net Assets234.89B
OAMIX vs RLBFX Comparison Chart
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OAMIX vs. RLBFX commentary
May 06, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 235B vs. OAMIX (1.74B). OAMIX pays higher dividends than RLBFX: OAMIX (3.55) vs RLBFX (2.26). OAMIX was incepted earlier than RLBFX: OAMIX (20 years) vs RLBFX (23 years). OAMIX (0.88) 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). RLBFX (7.26) and OAMIX (7.07) have marching annual gain over last year. RLBFX return over 5 years is better than : 40.79 vs. OAMIX (17.95).
| OAMIX | RLBFX | OAMIX / RLBFX | |
| Total Expense Ratio | 0.88 | 0.29 | 303% |
| Annual Report Gross Expense Ratio | 0.88 | 0.29 | 303% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 0.720 | 0.703 | 102% |
| 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 | 2.26 | 157% |
| Returns for 1 year | 7.07 | 7.26 | 97% |
| Returns for 3 years | 13.17 | 19.81 | 66% |
| Returns for 5 years | 17.95 | 40.79 | 44% |
| Returns for 10 years | 21.24 | 54.21 | 39% |
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